Bordeaux Wealth Advisors LLC
- SEC CIK
- 0001821271
- Latest filing
- Aug 4, 2025
FOCS holding history
Focus Financial Partners 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.
FOCS overviewAll 13F holders of FOCSFull Q2 2025 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −43,339−100.0% | Sold out | Holders |
| Q2 2022 | 43,339 | $1.48M | 1.0% | +12,300+39.6% | Added | Holders |
| Q1 2022 | 31,039 | $1.42M | 0.8% | +14,500+87.7% | Added | Holders |
| Q4 2021 | 16,539 | $988.0K | 0.5% | −58,061−77.8% | Reduced | Holders |
| Q3 2021 | 74,600 | $3.91M | 2.2% | +49,600+198.4% | Added | Holders |
| Q2 2021 | 25,000 | $1.21M | 0.7% | +25,000 | New | Holders |