Skip to content
Disclosery

Blue Zone Wealth Advisors, LLC: BRK-B position timeline

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

Blue Zone Wealth Advisors, LLC held 16,710 BRK-B 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 16,710 shares
    Change vs previous 13F -488 shares

    1.46% of the 13F portfolio, value $8,361,517.

    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 17,198 shares
    Change vs previous 13F -115 shares

    1.68% of the 13F portfolio, value $8,241,282.

    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 17,313 shares
    Change vs previous 13F +393 shares

    1.66% of the 13F portfolio, value $8,702,379.

    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 16,920 shares
    Change vs previous 13F +1,499 shares

    1.7% of the 13F portfolio, value $8,506,361.

    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 15,421 shares
    Change vs previous 13F -148 shares

    1.87% of the 13F portfolio, value $7,491,059.

    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 15,569 shares
    Change vs previous 13F +56 shares

    2.3% of the 13F portfolio, value $8,291,738.

    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 15,513 shares
    Change vs previous 13F +253 shares

    2.03% of the 13F portfolio, value $7,031,733.

    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 15,260 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $7,023,568.

    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).