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Blue Zone Wealth Advisors, LLC: XNCMX position timeline

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

Blue Zone Wealth Advisors, LLC held 43,703 XNCMX 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 43,703 shares
    Change vs previous 13F -2,282 shares

    0.1% of the 13F portfolio, value $547,599.

    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 45,985 shares
    Change vs previous 13F -1,636 shares

    0.11% of the 13F portfolio, value $547,222.

    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 47,621 shares
    Change vs previous 13F -10,606 shares

    0.11% of the 13F portfolio, value $592,405.

    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 58,227 shares
    Change vs previous 13F -7,919 shares

    0.15% of the 13F portfolio, value $737,736.

    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 66,146 shares
    Change vs previous 13F -4,021 shares

    0.19% of the 13F portfolio, value $778,538.

    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 70,167 shares
    Change vs previous 13F -22,776 shares

    0.25% of the 13F portfolio, value $883,403.

    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 92,943 shares
    Change vs previous 13F -6,964 shares

    0.34% of the 13F portfolio, value $1,174,800.

    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 99,907 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,357,736.

    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).