Bordeaux Wealth Advisors LLC: TSLA position timeline

Bordeaux Wealth Advisors LLC held 8,680 TSLA 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 8,680 shares

   Change vs previous 13F -28,261 shares

   0.35% of the 13F portfolio, value $2,757,289.

   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 36,941 shares

   Change vs previous 13F +7,516 shares

   1.77% of the 13F portfolio, value $9,573,630.

   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 29,425 shares

   Change vs previous 13F -445 shares

   1.91% of the 13F portfolio, value $11,882,992.

   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 ended2024-09-30

   13F 29,870 shares

   Change vs previous 13F +1,967 shares

   1.41% of the 13F portfolio, value $7,814,889.

   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).

5. period ended2024-06-30

   13F 27,903 shares

   Change vs previous 13F -24 shares

   1.06% of the 13F portfolio, value $5,521,446.

   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).

6. period ended2024-03-31

   13F 27,927 shares

   Change vs previous 13F -379 shares

   1.62% of the 13F portfolio, value $4,909,288.

   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).

7. period ended2023-12-31

   13F/A 28,306 shares

   Change vs previous 13F -51 shares

   2.39% of the 13F portfolio, value $7,033,475.

   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).

8. period ended2023-09-30

   13F 28,357 shares

   Change vs previous 13F not available

   2.87% of the 13F portfolio, value $7,095,489.

   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).