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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

FIX holding history

Comfort Systems USA 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.

FIX overviewAll 13F holders of FIXFull Q2 2025 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of FIX by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−451,166−100.0%Sold outHolders
Q4 2021451,166$451.0K0.2%00.0%UnchangedHolders
Q3 2021451,166$451.0K0.3%+2,607+0.6%AddedHolders
Q2 2021448,559$449.0K0.3%+4,133+0.9%AddedHolders
Q1 2021444,426$444.0K0.3%––Holders

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