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Blue Zone Wealth Advisors, LLC: ONEQ position timeline

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

Blue Zone Wealth Advisors, LLC held 39,205 ONEQ 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 39,205 shares
    Change vs previous 13F +245 shares

    0.71% of the 13F portfolio, value $4,046,740.

    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 38,960 shares
    Change vs previous 13F +1,700 shares

    0.67% of the 13F portfolio, value $3,308,094.

    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 37,260 shares
    Change vs previous 13F +1,145 shares

    0.65% of the 13F portfolio, value $3,405,564.

    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 36,115 shares
    Change vs previous 13F -535 shares

    0.64% of the 13F portfolio, value $3,218,930.

    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 36,650 shares
    Change vs previous 13F -1,575 shares

    0.73% of the 13F portfolio, value $2,935,665.

    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 38,225 shares
    Change vs previous 13F -395 shares

    0.72% of the 13F portfolio, value $2,601,785.

    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 38,620 shares
    Change vs previous 13F -1,315 shares

    0.85% of the 13F portfolio, value $2,937,437.

    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 39,935 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,859,346.

    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).