Bordeaux Wealth Advisors LLC: PANW position timeline

Bordeaux Wealth Advisors LLC held 0 PANW shares at 2024-12-31 per its 13F-HR/A filed 2025-01-30.

the latest 13F is the newest step

1. period ended2024-12-31

   13F/A 0 shares

   Change vs previous 13F -787 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-09-30

   13F 787 shares

   Change vs previous 13F +126 shares

   0.05% of the 13F portfolio, value $268,997.

   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).

3. period ended2024-06-30

   13F 661 shares

   Change vs previous 13F -206 shares

   0.04% of the 13F portfolio, value $224,086.

   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).

4. period ended2024-03-31

   13F 867 shares

   Change vs previous 13F -98 shares

   0.08% of the 13F portfolio, value $246,341.

   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).

5. period ended2023-12-31

   13F/A 965 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $284,560.

   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).