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Blue Zone Wealth Advisors, LLC: BLW position timeline

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

Blue Zone Wealth Advisors, LLC held 162,935 BLW 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 162,935 shares
    Change vs previous 13F -10,406 shares

    0.36% of the 13F portfolio, value $2,035,058.

    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 173,341 shares
    Change vs previous 13F -99,355 shares

    0.44% of the 13F portfolio, value $2,182,363.

    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 272,696 shares
    Change vs previous 13F -60,492 shares

    0.72% of the 13F portfolio, value $3,746,843.

    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 333,188 shares
    Change vs previous 13F +23,730 shares

    0.93% of the 13F portfolio, value $4,664,632.

    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 309,458 shares
    Change vs previous 13F +7,832 shares

    1.1% of the 13F portfolio, value $4,388,114.

    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 301,626 shares
    Change vs previous 13F +43,324 shares

    1.19% of the 13F portfolio, value $4,264,992.

    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 258,302 shares
    Change vs previous 13F +26 shares

    1.05% of the 13F portfolio, value $3,649,807.

    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 258,276 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,739,836.

    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).