Blue Zone Wealth Advisors, LLC
Position in BLW — BLACKROCK Ltd DURATION INCOME TRUST
CIK 1803106
LOS ANGELES, CA
Position in BLW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,035,058
-$147,305 QoQ
Shares Held
162,935
-6.0% QoQ
Ownership
0.417%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#5
of 36 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Blue Zone Wealth Advisors, LLC holds $28,351,274 across 5 Asset Management names. BLW ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
257,967 | $10,986,814 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
189,447 | $8,496,697 | |
| 3 | BX |
Blackstone Inc.
|
53,413 | $6,285,107 | |
| 4 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
This page
|
162,935 | $2,035,058 | |
| 5 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
43,703 | $547,598 |
All Filings in BLW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,035,058 | 162,935 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,182,363 | 173,341 | Shares | Sole | 2026-04-16 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||