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Bordeaux Wealth Advisors LLC: VEU position timeline

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

Bordeaux Wealth Advisors LLC held 5,249 VEU 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 5,249 shares
    Change vs previous 13F +1,799 shares

    0.05% of the 13F portfolio, value $352,855.

    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 3,450 shares
    Change vs previous 13F -574 shares

    0.04% of the 13F portfolio, value $209,277.

    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 4,024 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $231,034.

    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 4,017 shares
    Change vs previous 13F +134 shares

    0.05% of the 13F portfolio, value $253,084.

    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 3,883 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $227,693.

    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 3,880 shares
    Change vs previous 13F -2,964 shares

    0.08% of the 13F portfolio, value $227,535.

    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 6,844 shares
    Change vs previous 13F +2,972 shares

    0.13% of the 13F portfolio, value $384,234.

    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 3,872 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $200,818.

    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).