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Blue Zone Wealth Advisors, LLC: WMB position timeline

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

Blue Zone Wealth Advisors, LLC held 110,977 WMB 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 110,977 shares
    Change vs previous 13F -10,758 shares

    1.44% of the 13F portfolio, value $8,250,030.

    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 121,735 shares
    Change vs previous 13F -25,769 shares

    1.8% of the 13F portfolio, value $8,859,873.

    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 147,504 shares
    Change vs previous 13F -2,103 shares

    1.7% of the 13F portfolio, value $8,866,465.

    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 149,607 shares
    Change vs previous 13F +5,130 shares

    1.89% of the 13F portfolio, value $9,477,603.

    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 144,477 shares
    Change vs previous 13F -2,967 shares

    2.27% of the 13F portfolio, value $9,074,600.

    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 147,444 shares
    Change vs previous 13F -11,833 shares

    2.45% of the 13F portfolio, value $8,811,253.

    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 159,277 shares
    Change vs previous 13F -1,953 shares

    2.49% of the 13F portfolio, value $8,620,071.

    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 161,230 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $7,360,150.

    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).