Bordeaux Wealth Advisors LLC ADNT ADIENT PLC

Ownership history in Bordeaux Wealth Advisors LLC  ·  4 quarters on record

AI Ownership Summary

Bordeaux Wealth Advisors LLC reported ADIENT PLC (ADNT) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q1. Peak portfolio weight reached 0.17% in 2024 Q2. The latest visible filing shows ADNT at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bordeaux Wealth Advisors LLC's position in ADIENT PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

ADNT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bordeaux Wealth Advisors LLC held ADNT — position size vs. price
% of Fund (quarterly)    ADNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED 36,214 0% 0.09% $466K 2025-04-24 $12.81
2024 Q4 UNCHANGED 36,214 0% 0.15% $817K 2025-01-30 $18.26
2024 Q3 REDUCED 36,214 -15 -0.0% 0.15% $817K 2024-11-04 $19.74
2024 Q2 INITIATED 36,229 0.17% $895K 2024-08-05 $22.82

FAQ About Bordeaux Wealth Advisors LLC and ADNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bordeaux Wealth Advisors LLC reported owning ADNT?

Bordeaux Wealth Advisors LLC reported ADNT across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q1.

What was the largest reported ADNT position in Bordeaux Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for ADNT was 0.17% in 2024 Q2.

What is the latest reported ADNT position on this page?

The most recent filing on this page is 2025 Q1, when Bordeaux Wealth Advisors LLC reported 36,214 shares, equal to 0.09% of portfolio, with an estimated market value of $466K.

What does the chart on this ADNT ownership page compare?

The chart compares Bordeaux Wealth Advisors LLC's quarterly ADNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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