Bordeaux Wealth Advisors LLC SEC EDGAR Filings (CIK 0001821271)

SEC EDGAR filings, ownership reports, and insider transactions for Bordeaux Wealth Advisors LLC.

Business address
1550 El Camino Real, Suite 100, Menlo Park, CA, 94025
Top securities (13F)
NVDA, VTI, GOOG, AAPL, MSFT, BA, GOOGL, VEA, IWB, META, VYM, VFH, VGT, VHT, VXUS, MDY, IXN, VGK, IJH, and AMZN
State of incorporation
DE
Fiscal year end
31 December
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Bordeaux Wealth Advisors LLC has filed 23 SEC EDGAR filings since 04 Feb 2021

Latest Filings

Recent SEC filings for Bordeaux Wealth Advisors LLC including N-PX, 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open N-PX document View SEC filing for N-PX 04 Aug 2025 30 Jun 2025 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2025 30 Jun 2025 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2025 31 Mar 2025 028-20557
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 Jan 2025 31 Dec 2024 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2025 31 Dec 2024 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2024 30 Sep 2024 028-20557
N-PX Open N-PX document View SEC filing for N-PX 05 Aug 2024 30 Jun 2024 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2024 30 Jun 2024 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2024 31 Mar 2024 028-20557
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13 Feb 2024 31 Dec 2023 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2024 31 Dec 2023 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2023 30 Sep 2023 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2023 30 Jun 2023 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2023 31 Mar 2023 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2023 31 Dec 2022 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2022 30 Sep 2022 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2022 30 Jun 2022 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2022 31 Mar 2022 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2022 31 Dec 2021 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2021 30 Sep 2021 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2021 30 Jun 2021 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2021 31 Mar 2021 028-20557
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2021 31 Dec 2020 028-20557

About this filer

Bordeaux Wealth Advisors LLC files with the SEC under CIK 0001821271. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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