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Blue Zone Wealth Advisors, LLC: BAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Zone Wealth Advisors, LLC on BAM, newest first. How the timeline and the estimate are built.

Blue Zone Wealth Advisors, LLC held 189,447 BAM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,447 shares
    Change vs previous 13F -3,759 shares

    1.48% of the 13F portfolio, value $8,496,698.

    13F-HR 0001803106-26-000003 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 193,206 shares
    Change vs previous 13F +12,157 shares

    1.75% of the 13F portfolio, value $8,588,007.

    13F-HR 0001803106-26-000002 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 181,049 shares
    Change vs previous 13F +4,676 shares

    1.81% of the 13F portfolio, value $9,485,157.

    13F-HR 0001803106-26-000001 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 176,373 shares
    Change vs previous 13F +1,457 shares

    2% of the 13F portfolio, value $10,042,679.

    13F-HR 0001803106-25-000002 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 174,916 shares
    Change vs previous 13F +2,977 shares

    2.41% of the 13F portfolio, value $9,669,356.

    13F-HR 0001085146-25-004153 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 171,939 shares
    Change vs previous 13F +19,832 shares

    2.31% of the 13F portfolio, value $8,330,445.

    13F-HR 0001085146-25-002060 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 152,107 shares
    Change vs previous 13F +2,038 shares

    2.38% of the 13F portfolio, value $8,242,678.

    13F-HR 0001085146-25-000644 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 150,069 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $7,096,763.

    13F-HR 0001085146-24-004672 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).