Bordeaux Wealth Advisors LLC

SEC CIK: 0001821271
Latest filing: Aug 4, 2025

SEC filings (opens in a new tab)

TOST holding history

Toast, 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.

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

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of TOST by Bordeaux Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−28,823−100.0%	Sold out	Holders
Q3 2024	28,823	$816.0K	0.1%	+800+2.9%	Added	Holders
Q2 2024	28,023	$722.2K	0.1%	00.0%	Unchanged	Holders
Q1 2024	28,023	$698.3K	0.2%	+28,023	New	Holders