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Blue Zone Wealth Advisors, LLC: BN position timeline

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

Blue Zone Wealth Advisors, LLC held 257,967 BN 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 257,967 shares
    Change vs previous 13F -219 shares

    1.92% of the 13F portfolio, value $10,986,815.

    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 258,186 shares
    Change vs previous 13F +17,067 shares

    2.13% of the 13F portfolio, value $10,448,787.

    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 241,119 shares
    Change vs previous 13F +84,229 shares

    2.12% of the 13F portfolio, value $11,064,951.

    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 156,890 shares
    Change vs previous 13F -2,280 shares

    2.15% of the 13F portfolio, value $10,759,516.

    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 159,170 shares
    Change vs previous 13F +684 shares

    2.46% of the 13F portfolio, value $9,844,665.

    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 158,486 shares
    Change vs previous 13F +12,989 shares

    2.31% of the 13F portfolio, value $8,306,251.

    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 145,497 shares
    Change vs previous 13F +1,293 shares

    2.41% of the 13F portfolio, value $8,358,803.

    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 144,204 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $7,664,443.

    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).