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Bordeaux Wealth Advisors LLC: QQQ position timeline

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

Bordeaux Wealth Advisors LLC held 6,314 QQQ 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 6,314 shares
    Change vs previous 13F -596 shares

    0.45% of the 13F portfolio, value $3,482,971.

    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 6,910 shares
    Change vs previous 13F -802 shares

    0.6% of the 13F portfolio, value $3,240,201.

    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 7,712 shares
    Change vs previous 13F +574 shares

    0.63% of the 13F portfolio, value $3,942,499.

    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 7,138 shares
    Change vs previous 13F -3,461 shares

    0.63% of the 13F portfolio, value $3,484,029.

    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 10,599 shares
    Change vs previous 13F +3,465 shares

    0.97% of the 13F portfolio, value $5,077,941.

    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 7,134 shares
    Change vs previous 13F +291 shares

    1.05% of the 13F portfolio, value $3,167,629.

    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 6,843 shares
    Change vs previous 13F +569 shares

    0.95% of the 13F portfolio, value $2,802,527.

    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 6,274 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,247,738.

    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).