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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

P holding history

Everpure, 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.

P overviewAll 13F holders of PFull Q2 2025 holdings

Shares (Q2 2025)
20,478
Value
$1.18M
% of portfolio
0.2%
Quarters held
2
Since Q1 2025
Holdings of P by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202520,478$1.18M0.2%+2,699+15.2%AddedHolders
Q1 202517,779$787.1K0.1%+17,779NewHolders