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Blue Zone Wealth Advisors, LLC: TOTL position timeline

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

Blue Zone Wealth Advisors, LLC held 12,114 TOTL 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 12,114 shares
    Change vs previous 13F +151 shares

    0.08% of the 13F portfolio, value $478,128.

    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 11,963 shares
    Change vs previous 13F +248 shares

    0.1% of the 13F portfolio, value $475,273.

    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 11,715 shares
    Change vs previous 13F -81 shares

    0.09% of the 13F portfolio, value $471,509.

    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 11,796 shares
    Change vs previous 13F +268 shares

    0.1% of the 13F portfolio, value $478,554.

    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 11,528 shares
    Change vs previous 13F +679 shares

    0.12% of the 13F portfolio, value $462,375.

    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 10,849 shares
    Change vs previous 13F +140 shares

    0.12% of the 13F portfolio, value $437,108.

    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 10,709 shares
    Change vs previous 13F -2 shares

    0.12% of the 13F portfolio, value $421,842.

    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 10,711 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $443,421.

    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).