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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

AEE holding history

Ameren Corp 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.

AEE overviewAll 13F holders of AEEFull Q2 2025 holdings

Shares (Q2 2025)
4,545
Value
$436.5K
% of portfolio
0.1%
Quarters held
5
Since Q2 2024
Holdings of AEE by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20254,545$436.5K0.1%+25+0.6%AddedHolders
Q1 20254,520$453.8K0.1%−47−1.0%ReducedHolders
Q4 20244,567$407.1K0.1%00.0%UnchangedHolders
Q3 20244,567$399.4K0.1%+54+1.2%AddedHolders
Q2 20244,513$320.9K0.1%+4,513NewHolders