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Blue Zone Wealth Advisors, LLC: CBOE position timeline

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

Blue Zone Wealth Advisors, LLC held 26,139 CBOE 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 26,139 shares
    Change vs previous 13F -180 shares

    1.11% of the 13F portfolio, value $6,343,151.

    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 26,319 shares
    Change vs previous 13F +277 shares

    1.51% of the 13F portfolio, value $7,397,481.

    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 26,042 shares
    Change vs previous 13F +553 shares

    1.25% of the 13F portfolio, value $6,536,542.

    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 25,489 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $6,251,177.

    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).