Bordeaux Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Bordeaux Wealth Advisors going back to Feb. 4, 2021
- Bordeaux Wealth Advisors 2025 Q2 - filed Aug. 4, 2025 - new!
- Bordeaux Wealth Advisors 2025 Q1 - filed April 24, 2025
- Bordeaux Wealth Advisors 2024 Q4 - filed Jan. 30, 2025
- Bordeaux Wealth Advisors 2024 Q4 restated - filed Jan. 30, 2025
- Bordeaux Wealth Advisors 2024 Q3 - filed Nov. 4, 2024
- Bordeaux Wealth Advisors 2024 Q2 - filed Aug. 5, 2024
- Bordeaux Wealth Advisors 2024 Q1 - filed April 29, 2024
- Bordeaux Wealth Advisors 2023 Q4 - filed Feb. 6, 2024
- Bordeaux Wealth Advisors 2023 Q3 - filed Oct. 27, 2023
- Bordeaux Wealth Advisors 2023 Q2 - filed Aug. 9, 2023
- Bordeaux Wealth Advisors 2023 Q1 - filed May 4, 2023
- Bordeaux Wealth Advisors 2022 Q4 - filed Feb. 13, 2023
- Bordeaux Wealth Advisors 2022 Q3 - filed Nov. 4, 2022
- Bordeaux Wealth Advisors 2022 Q2 - filed July 28, 2022
- Bordeaux Wealth Advisors 2022 Q1 - filed May 3, 2022
- Bordeaux Wealth Advisors 2021 Q4 - filed Jan. 27, 2022
- Bordeaux Wealth Advisors 2021 Q3 - filed Nov. 8, 2021
- Bordeaux Wealth Advisors 2021 Q2 - filed July 30, 2021
- Bordeaux Wealth Advisors 2021 Q1 - filed April 26, 2021
- Bordeaux Wealth Advisors 2020 Q4 - filed Feb. 4, 2021