Blue Zone Wealth Advisors, LLC
Holdings in ESI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,116,302 | 204,734 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $5,136,592 | 204,076 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $4,632,740 | 204,536 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $4,271,119 | 188,904 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $4,413,274 | 173,546 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $4,606,254 | 169,597 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $4,552,254 | 167,856 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $4,271,854 | 171,011 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $3,930,814 | 169,871 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $3,277,517 | 167,135 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $3,038,169 | 158,238 | Shares | Sole | 2023-07-24 |
| 2023-03-31 | $3,014,117 | 156,091 | Shares | Sole | 2023-04-21 |
| 2022-12-31 | $2,841,878 | 156,233 | Shares | Sole | 2023-01-27 |
| 2022-09-30 | $2,505,628 | 154,003 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $2,717,686 | 152,679 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $2,537,290 | 115,858 | Shares | Sole | 2022-04-08 |
| 2021-12-31 | $2,813,032 | 115,858 | Shares | Sole | 2022-01-24 |
| 2021-09-30 | $2,514,945 | 116,003 | Shares | Sole | 2021-10-26 |
| 2021-06-30 | $2,712,150 | 116,003 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $2,125,041 | 116,186 | Shares | Sole | 2021-05-04 |