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Bordeaux Wealth Advisors LLC: VWO position timeline

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

Bordeaux Wealth Advisors LLC held 99,259 VWO 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 99,259 shares
    Change vs previous 13F -10,524 shares

    0.63% of the 13F portfolio, value $4,909,358.

    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 109,783 shares
    Change vs previous 13F -9,006 shares

    0.92% of the 13F portfolio, value $4,968,758.

    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 118,789 shares
    Change vs previous 13F -2,799 shares

    0.84% of the 13F portfolio, value $5,231,479.

    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 121,588 shares
    Change vs previous 13F -459 shares

    1.05% of the 13F portfolio, value $5,818,003.

    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 122,047 shares
    Change vs previous 13F +69,065 shares

    1.02% of the 13F portfolio, value $5,340,773.

    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 52,982 shares
    Change vs previous 13F +3,280 shares

    0.73% of the 13F portfolio, value $2,213,059.

    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 49,702 shares
    Change vs previous 13F -4,076 shares

    0.69% of the 13F portfolio, value $2,042,753.

    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 53,778 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,108,636.

    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).