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Bordeaux Wealth Advisors LLC: PINS position timeline

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

Bordeaux Wealth Advisors LLC held 0 PINS shares at 2025-03-31 per its 13F-HR filed 2025-04-24.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -82,749 shares

    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).

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

  2. period ended2024-12-31
    13F/A 82,749 shares
    Change vs previous 13F -44 shares

    0.39% of the 13F portfolio, value $2,399,721.

    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).

  3. period ended2024-09-30
    13F 82,793 shares
    Change vs previous 13F +33 shares

    0.48% of the 13F portfolio, value $2,680,010.

    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).

  4. period ended2024-06-30
    13F 82,760 shares
    Change vs previous 13F -4,309 shares

    0.7% of the 13F portfolio, value $3,647,234.

    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).

  5. period ended2024-03-31
    13F 87,069 shares
    Change vs previous 13F -2,405 shares

    1% of the 13F portfolio, value $3,018,683.

    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).

  6. period ended2023-12-31
    13F/A 89,474 shares
    Change vs previous 13F -39,045 shares

    1.13% of the 13F portfolio, value $3,314,117.

    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).

  7. period ended2023-09-30
    13F 128,519 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,473,869.

    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).