Bordeaux Wealth Advisors LLC: SHOP position timeline

Bordeaux Wealth Advisors LLC held 2,539 SHOP 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 2,539 shares

   Change vs previous 13F -24 shares

   0.04% of the 13F portfolio, value $292,874.

   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 2,563 shares

   Change vs previous 13F +8 shares

   0.05% of the 13F portfolio, value $244,716.

   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 2,555 shares

   Change vs previous 13F +2,555 shares

   0.04% of the 13F portfolio, value $271,674.

   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 ended2023-12-31

   13F/A 0 shares

   Change vs previous 13F -7,000 shares

   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).

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

5. period ended2023-09-30

   13F 7,000 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $381,990.

   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).