Blue Zone Wealth Advisors, LLC
Holdings in MC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,673,799 | 82,540 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $5,820,853 | 81,616 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $5,002,862 | 80,277 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $3,903,875 | 66,893 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $4,343,109 | 58,786 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $4,027,771 | 58,791 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $3,300,950 | 58,054 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $3,212,898 | 56,595 | Shares | Sole | 2024-04-18 |