Filer · Institutional
Bordeaux Wealth AdvisorsLLC
CIK 0001821271TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q2 202513F-HR
0001765380-25-000279 · filed 2025-08-04
158
positions
Q1 202513F-HR
0001765380-25-000149 · filed 2025-04-24
158
positions
Q4 202413F-HR/A
0001765380-25-000022 · filed 2025-01-30
160
positions
Q4 202413F-HR
0001765380-25-000021 · filed 2025-01-30
161
positions
Q3 202413F-HR
0001765380-24-000400 · filed 2024-11-04
161
positions
Q2 202413F-HR
0001765380-24-000263 · filed 2024-08-05
138
positions
Q1 202413F-HR
0001765380-24-000169 · filed 2024-04-29
115
positions
Q4 202313F-HR/A
0001765380-24-000075 · filed 2024-02-13
108
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.