Blue Zone Wealth Advisors, LLC: HRI position timeline

Blue Zone Wealth Advisors, LLC held 41,590 HRI 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 41,590 shares

   Change vs previous 13F +1,257 shares

   1.04% of the 13F portfolio, value $5,961,511.

   13F-HR 0001803106-26-000003 filed by Blue Zone Wealth Advisors, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 40,333 shares

   Change vs previous 13F +34,083 shares

   0.82% of the 13F portfolio, value $4,015,150.

   13F-HR 0001803106-26-000002 filed by Blue Zone Wealth Advisors, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,250 shares

   Change vs previous 13F -65 shares

   0.18% of the 13F portfolio, value $927,375.

   13F-HR 0001803106-26-000001 filed by Blue Zone Wealth Advisors, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,315 shares

   Change vs previous 13F -36 shares

   0.15% of the 13F portfolio, value $736,708.

   13F-HR 0001803106-25-000002 filed by Blue Zone Wealth Advisors, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,351 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $836,363.

   13F-HR 0001085146-25-004153 filed by Blue Zone Wealth Advisors, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).