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Blue Zone Wealth Advisors, LLC: SPGI position timeline

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

Blue Zone Wealth Advisors, LLC held 13,168 SPGI 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 13,168 shares
    Change vs previous 13F -222 shares

    0.94% of the 13F portfolio, value $5,362,800.

    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 13,390 shares
    Change vs previous 13F +245 shares

    1.16% of the 13F portfolio, value $5,695,303.

    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 13,145 shares
    Change vs previous 13F +214 shares

    1.31% of the 13F portfolio, value $6,869,446.

    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 12,931 shares
    Change vs previous 13F +365 shares

    1.26% of the 13F portfolio, value $6,293,647.

    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 12,566 shares
    Change vs previous 13F +301 shares

    1.65% of the 13F portfolio, value $6,625,926.

    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 12,265 shares
    Change vs previous 13F +1,012 shares

    1.73% of the 13F portfolio, value $6,231,847.

    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 11,253 shares
    Change vs previous 13F +175 shares

    1.62% of the 13F portfolio, value $5,604,332.

    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 11,078 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $5,723,116.

    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).