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Bordeaux Wealth Advisors LLC: NVDA position timeline

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

Bordeaux Wealth Advisors LLC held 2,011,875 NVDA 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 2,011,875 shares
    Change vs previous 13F +973,227 shares

    40.7% of the 13F portfolio, value $317,856,134.

    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 1,038,648 shares
    Change vs previous 13F -134,783 shares

    20.83% of the 13F portfolio, value $112,568,718.

    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 1,173,431 shares
    Change vs previous 13F +361,639 shares

    25.32% of the 13F portfolio, value $157,580,108.

    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 811,792 shares
    Change vs previous 13F +28,223 shares

    17.83% of the 13F portfolio, value $98,584,001.

    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 783,569 shares
    Change vs previous 13F +725,768 shares

    18.52% of the 13F portfolio, value $96,802,094.

    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 57,801 shares
    Change vs previous 13F +31,375 shares

    17.27% of the 13F portfolio, value $52,226,354.

    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 26,426 shares
    Change vs previous 13F +14,942 shares

    4.45% of the 13F portfolio, value $13,086,507.

    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 11,484 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $4,995,241.

    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).