Bordeaux Wealth Advisors LLC

SEC CIK: 0001821271
Latest filing: Aug 4, 2025

SEC filings (opens in a new tab)

ALL holding history

Allstate 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2025

Holdings of ALL by Bordeaux Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−1,003−100.0%	Sold out	Holders
Q1 2025	1,003	$207.7K	<0.1%	+1,003	New	Holders