Skip to content
Disclosery

Blue Zone Wealth Advisors, LLC: ESI position timeline

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

Blue Zone Wealth Advisors, LLC held 161,297 ESI 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 161,297 shares
    Change vs previous 13F -22,840 shares

    1.34% of the 13F portfolio, value $7,701,932.

    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 184,137 shares
    Change vs previous 13F -20,597 shares

    1.28% of the 13F portfolio, value $6,286,437.

    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 204,734 shares
    Change vs previous 13F +658 shares

    0.98% of the 13F portfolio, value $5,116,303.

    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 204,076 shares
    Change vs previous 13F -460 shares

    1.03% of the 13F portfolio, value $5,136,593.

    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 204,536 shares
    Change vs previous 13F +15,632 shares

    1.16% of the 13F portfolio, value $4,632,740.

    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 188,904 shares
    Change vs previous 13F +15,358 shares

    1.19% of the 13F portfolio, value $4,271,119.

    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 173,546 shares
    Change vs previous 13F +3,949 shares

    1.27% of the 13F portfolio, value $4,413,275.

    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 169,597 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $4,606,255.

    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).