Bordeaux Wealth Advisors LLC: MSFT position timeline

Bordeaux Wealth Advisors LLC held 59,497 MSFT 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 59,497 shares

   Change vs previous 13F +1,633 shares

   3.79% of the 13F portfolio, value $29,594,552.

   13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 57,864 shares

   Change vs previous 13F -1,239 shares

   4.02% of the 13F portfolio, value $21,721,545.

   13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F/A 59,103 shares

   Change vs previous 13F +675 shares

   4% of the 13F portfolio, value $24,911,866.

   13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 58,428 shares

   Change vs previous 13F +3,016 shares

   4.55% of the 13F portfolio, value $25,141,538.

   13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 55,412 shares

   Change vs previous 13F +22,901 shares

   4.74% of the 13F portfolio, value $24,766,361.

   13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 32,511 shares

   Change vs previous 13F +7,816 shares

   4.52% of the 13F portfolio, value $13,678,144.

   13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F/A 24,695 shares

   Change vs previous 13F +2,307 shares

   3.16% of the 13F portfolio, value $9,286,121.

   13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 22,388 shares

   Change vs previous 13F not available

   2.86% of the 13F portfolio, value $7,068,872.

   13F-HR 0001765380-23-000190 filed by Bordeaux Wealth Advisors LLC
   Filed 2023-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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