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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

ADP holding history

Automatic Data Processing Inc in every 13F filed by Bordeaux Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADP overviewAll 13F holders of ADPFull Q2 2025 holdings

Shares (Q2 2025)
3,772
Value
$1.16M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of ADP by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,772$1.16M0.1%+2+0.1%AddedHolders
Q1 20253,770$1.15M0.2%−32−0.8%ReducedHolders
Q4 20243,802$1.11M0.2%+72+1.9%AddedHolders
Q3 20243,730$1.03M0.2%+204+5.8%AddedHolders
Q2 20243,526$841.6K0.2%+18+0.5%AddedHolders
Q1 20243,508$876.1K0.3%−127−3.5%ReducedHolders
Q4 20233,635$846.9K0.3%−6−0.2%ReducedHolders
Q3 20233,641$876.0K0.4%+28+0.8%AddedHolders
Q2 20233,613$794.1K0.3%−2−0.1%ReducedHolders
Q1 20233,615$804.8K0.4%−82−2.2%ReducedHolders
Q4 20223,697$883.1K0.5%−15−0.4%ReducedHolders
Q3 20223,712$840.0K0.5%+49+1.3%AddedHolders
Q2 20223,663$769.0K0.5%+7+0.2%AddedHolders
Q1 20223,656$832.0K0.4%−664−15.4%ReducedHolders
Q4 20214,320$1.06M0.5%+63+1.5%AddedHolders
Q3 20214,257$851.0K0.5%−300−6.6%ReducedHolders
Q2 20214,557$905.0K0.5%+300+7.0%AddedHolders
Q1 20214,257$802.0K0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.