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Blue Zone Wealth Advisors, LLC: IDXX position timeline

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

Blue Zone Wealth Advisors, LLC held 11,048 IDXX 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 11,048 shares
    Change vs previous 13F +431 shares

    1.02% of the 13F portfolio, value $5,816,109.

    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 10,617 shares
    Change vs previous 13F -1,050 shares

    1.21% of the 13F portfolio, value $5,965,586.

    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 11,667 shares
    Change vs previous 13F -325 shares

    1.51% of the 13F portfolio, value $7,893,076.

    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 11,992 shares
    Change vs previous 13F +135 shares

    1.53% of the 13F portfolio, value $7,661,569.

    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 11,857 shares
    Change vs previous 13F +556 shares

    1.59% of the 13F portfolio, value $6,359,383.

    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 11,301 shares
    Change vs previous 13F +1,727 shares

    1.32% of the 13F portfolio, value $4,745,855.

    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 9,574 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,958,275.

    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).