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Blue Zone Wealth Advisors, LLC: STE position timeline

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

Blue Zone Wealth Advisors, LLC held 0 STE 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 0 shares
    Change vs previous 13F -1,248 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,248 shares
    Change vs previous 13F -26,787 shares

    0.06% of the 13F portfolio, value $275,970.

    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 28,035 shares
    Change vs previous 13F -677 shares

    1.36% of the 13F portfolio, value $7,107,433.

    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 28,712 shares
    Change vs previous 13F +482 shares

    1.42% of the 13F portfolio, value $7,104,497.

    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 28,230 shares
    Change vs previous 13F +202 shares

    1.69% of the 13F portfolio, value $6,781,411.

    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 28,028 shares
    Change vs previous 13F +2,240 shares

    1.77% of the 13F portfolio, value $6,352,546.

    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 25,788 shares
    Change vs previous 13F +520 shares

    1.53% of the 13F portfolio, value $5,300,981.

    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 25,268 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $6,128,501.

    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).