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Bordeaux Wealth Advisors LLC: VB position timeline

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

Bordeaux Wealth Advisors LLC held 3,799 VB 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 3,799 shares
    Change vs previous 13F -81 shares

    0.12% of the 13F portfolio, value $900,288.

    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 3,880 shares
    Change vs previous 13F +88 shares

    0.16% of the 13F portfolio, value $860,390.

    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 3,792 shares
    Change vs previous 13F -148 shares

    0.15% of the 13F portfolio, value $911,142.

    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 3,940 shares
    Change vs previous 13F +148 shares

    0.17% of the 13F portfolio, value $934,608.

    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 3,792 shares
    Change vs previous 13F +401 shares

    0.16% of the 13F portfolio, value $826,808.

    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 3,391 shares
    Change vs previous 13F +162 shares

    0.26% of the 13F portfolio, value $775,149.

    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 3,229 shares
    Change vs previous 13F +1,035 shares

    0.23% of the 13F portfolio, value $688,843.

    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 2,194 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $414,820.

    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).