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Bordeaux Wealth Advisors LLC: SNOW position timeline

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

Bordeaux Wealth Advisors LLC held 1,079 SNOW 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 1,079 shares
    Change vs previous 13F -1,992 shares

    0.03% of the 13F portfolio, value $241,448.

    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 3,071 shares
    Change vs previous 13F +178 shares

    0.08% of the 13F portfolio, value $448,858.

    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 2,893 shares
    Change vs previous 13F -183 shares

    0.07% of the 13F portfolio, value $446,709.

    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 3,076 shares
    Change vs previous 13F +257 shares

    0.06% of the 13F portfolio, value $353,310.

    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 2,819 shares
    Change vs previous 13F +68 shares

    0.07% of the 13F portfolio, value $380,819.

    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 2,751 shares
    Change vs previous 13F -3,380 shares

    0.15% of the 13F portfolio, value $444,562.

    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 6,131 shares
    Change vs previous 13F -43 shares

    0.41% of the 13F portfolio, value $1,220,069.

    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 6,174 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $943,202.

    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).