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Bordeaux Wealth Advisors LLC: VNQ position timeline

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

Bordeaux Wealth Advisors LLC held 23,031 VNQ 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 23,031 shares
    Change vs previous 13F +1,051 shares

    0.26% of the 13F portfolio, value $2,051,153.

    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 21,980 shares
    Change vs previous 13F -2,305 shares

    0.37% of the 13F portfolio, value $1,990,114.

    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 24,285 shares
    Change vs previous 13F -504 shares

    0.35% of the 13F portfolio, value $2,163,347.

    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 24,789 shares
    Change vs previous 13F +12 shares

    0.44% of the 13F portfolio, value $2,414,958.

    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 24,777 shares
    Change vs previous 13F -442 shares

    0.4% of the 13F portfolio, value $2,075,355.

    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 25,219 shares
    Change vs previous 13F +3,469 shares

    0.72% of the 13F portfolio, value $2,180,974.

    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 21,750 shares
    Change vs previous 13F -3,512 shares

    0.65% of the 13F portfolio, value $1,921,853.

    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 25,262 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,911,351.

    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).