Blue Zone Wealth Advisors, LLC
Holdings in BLW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,746,843 | 272,696 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $4,664,632 | 333,188 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $4,388,114 | 309,458 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $4,264,991 | 301,626 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $3,649,807 | 258,302 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $3,739,836 | 258,276 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $4,542,207 | 325,373 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $5,990,950 | 427,010 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $5,761,060 | 412,093 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $5,150,402 | 399,876 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $4,850,865 | 376,620 | Shares | Sole | 2023-07-24 |
| 2023-03-31 | $4,504,910 | 343,624 | Shares | Sole | 2023-04-21 |
| 2022-12-31 | $4,340,311 | 332,082 | Shares | Sole | 2023-01-27 |
| 2022-09-30 | $3,978,528 | 328,804 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $4,136,499 | 326,996 | Shares | Sole | 2022-07-13 |