Bordeaux Wealth Advisors LLC

SEC CIK: 0001821271
Latest filing: Aug 4, 2025

SEC filings (opens in a new tab)

ALK holding history

Alaska Air Group, 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.

ALK overview All 13F holders of ALK Full Q2 2025 holdings

Shares (Q2 2025): 19,869
Value: $983.1K
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2024

Holdings of ALK by Bordeaux Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	19,869	$983.1K	0.1%	+2,707+15.8%	Added	Holders
Q1 2025	17,162	$844.7K	0.2%	00.0%	Unchanged	Holders
Q4 2024	17,162	$1.11M	0.2%	00.0%	Unchanged	Holders
Q3 2024	17,162	$775.9K	0.1%	00.0%	Unchanged	Holders
Q2 2024	17,162	$693.3K	0.1%	+17,162	New	Holders