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Blue Zone Wealth Advisors, LLC: EFX position timeline

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

Blue Zone Wealth Advisors, LLC held 32,534 EFX 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 32,534 shares
    Change vs previous 13F -579 shares

    0.9% of the 13F portfolio, value $5,163,796.

    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 33,113 shares
    Change vs previous 13F +369 shares

    1.21% of the 13F portfolio, value $5,962,658.

    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 32,744 shares
    Change vs previous 13F +3,009 shares

    1.36% of the 13F portfolio, value $7,104,793.

    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 29,735 shares
    Change vs previous 13F +2,610 shares

    1.52% of the 13F portfolio, value $7,627,920.

    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 27,125 shares
    Change vs previous 13F +807 shares

    1.76% of the 13F portfolio, value $7,035,411.

    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 26,318 shares
    Change vs previous 13F +3,420 shares

    1.78% of the 13F portfolio, value $6,410,012.

    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 22,898 shares
    Change vs previous 13F +736 shares

    1.68% of the 13F portfolio, value $5,835,555.

    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 22,162 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $6,512,525.

    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).