Bordeaux Wealth Advisors LLC

SEC CIK: 0001821271
Latest filing: Aug 4, 2025

SEC filings (opens in a new tab)

CSX holding history

CSX 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.

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

Shares (Q2 2025): 6,278
Value: $204.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2024

Holdings of CSX by Bordeaux Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	6,278	$204.9K	<0.1%	+6,278	New	Holders
Q4 2024	0	$0	0.0%	−6,275−100.0%	Sold out	Holders
Q3 2024	6,275	$216.7K	<0.1%	+6,275	New	Holders