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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2025 holdings

Shares (Q2 2025)
20,370
Value
$15.0M
% of portfolio
1.9%
Quarters held
18
Since Q1 2021
Holdings of META by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202520,370$15.0M1.9%+8,201+67.4%AddedHolders
Q1 202512,169$7.01M1.3%+658+5.7%AddedHolders
Q4 202411,511$6.74M1.1%+229+2.0%AddedHolders
Q3 202411,282$6.46M1.2%+1,218+12.1%AddedHolders
Q2 202410,064$5.07M1.0%+941+10.3%AddedHolders
Q1 20249,123$4.43M1.5%−31,744−77.7%ReducedHolders
Q4 202340,867$14.5M4.9%+8,195+25.1%AddedHolders
Q3 202332,672$9.81M4.0%+304+0.9%AddedHolders
Q2 202332,368$9.29M3.8%−1,070−3.2%ReducedHolders
Q1 202333,438$7.09M3.7%+1,275+4.0%AddedHolders
Q4 202232,163$3.87M2.1%+30,315+1,640.4%AddedHolders
Q3 20221,848$251.0K0.2%+21+1.1%AddedHolders
Q2 20221,827$295.0K0.2%−1,432−43.9%ReducedHolders
Q1 20223,259$725.0K0.4%+533+19.6%AddedHolders
Q4 20212,726$917.0K0.4%+617+29.3%AddedHolders
Q3 20212,109$716.0K0.4%00.0%UnchangedHolders
Q2 20212,109$733.0K0.4%+1,016+93.0%AddedHolders
Q1 20211,093$322.0K0.2%––Holders

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