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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

U holding history

Unity Software 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.

U overviewAll 13F holders of UFull Q2 2025 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of U by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−10,632−100.0%Sold outHolders
Q4 202310,632$434.7K0.1%−98−0.9%ReducedHolders
Q3 202310,730$336.8K0.1%+115+1.1%AddedHolders
Q2 202310,615$460.9K0.2%−30.0%ReducedHolders
Q1 202310,618$344.4K0.2%+3,514+49.5%AddedHolders
Q4 20227,104$203.1K0.1%+7,104NewHolders