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Bordeaux Wealth Advisors LLC: MDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bordeaux Wealth Advisors LLC on MDY, newest first. How the timeline and the estimate are built.

Bordeaux Wealth Advisors LLC held 16,500 MDY shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 16,500 shares
    Change vs previous 13F -796 shares

    1.2% of the 13F portfolio, value $9,347,093.

    13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 17,296 shares
    Change vs previous 13F 0 shares

    1.71% of the 13F portfolio, value $9,227,233.

    13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 17,296 shares
    Change vs previous 13F -2,028 shares

    1.58% of the 13F portfolio, value $9,851,630.

    13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 19,324 shares
    Change vs previous 13F +140 shares

    1.99% of the 13F portfolio, value $11,008,284.

    13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 19,184 shares
    Change vs previous 13F 0 shares

    1.96% of the 13F portfolio, value $10,265,138.

    13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 19,184 shares
    Change vs previous 13F 0 shares

    3.53% of the 13F portfolio, value $10,674,148.

    13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F/A 19,184 shares
    Change vs previous 13F -295 shares

    3.31% of the 13F portfolio, value $9,733,733.

    13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 19,479 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $8,895,030.

    13F-HR 0001765380-23-000190 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).