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Blue Zone Wealth Advisors, LLCMomentumConcentrated trader

CIK: 0001803106 | LOS ANGELES, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR128$635.9M2026-10-19SEC ↗
Q2 2026
13F-HR125$572.8M2026-07-14SEC ↗
Q1 2026
13F-HR130$491.5M2026-04-16SEC ↗
Q4 2025
13F-HR136$522.9M2026-01-21SEC ↗
Q3 2025
13F-HR129$500.9M2025-10-15SEC ↗
Q2 2025
13F-HR110$400.4M2025-07-24SEC ↗
Q1 2025
13F-HR106$359.9M2025-04-11SEC ↗
Q4 2024
13F-HR101$346.8M2025-01-30SEC ↗
Q3 2024
13F-HR99$321.4M2024-10-07SEC ↗
Q2 2024
13F-HR87$289.7M2024-07-12SEC ↗
Q1 2024
13F-HR88$290.9M2024-04-18SEC ↗
Q4 2023
13F-HR82$250.6M2024-01-10SEC ↗
Q3 2023
13F-HR82$227.9M2023-10-13SEC ↗
Q2 2023
13F-HR78$216.7M2023-07-24SEC ↗
Q1 2023
13F-HR83$187.1M2023-04-21SEC ↗
Q4 2022
13F-HR83$187.3M2023-01-27SEC ↗
Q3 2022
13F-HR85$16.1M2022-10-14SEC ↗
Q2 2022
13F-HR89$10.8M2022-07-13SEC ↗
Q1 2022
13F-HR98$8.8M2022-04-08SEC ↗
Q4 2021
13F-HR101$8.4M2022-01-24SEC ↗
Q3 2021
13F-HR98$10.9M2021-10-26SEC ↗
Q2 2021
13F-HR86$9.4M2021-08-04SEC ↗
Q1 2021
13F-HR81$8.1M2021-05-04SEC ↗
Q4 2020
13F-HR76$6.8M2021-01-22SEC ↗
Q3 2020
13F-HR69$4.2M2020-10-23SEC ↗
Q2 2020
13F-HR63$3.7M2020-07-20SEC ↗
Q1 2020
13F-HR45$513.3K2020-04-29SEC ↗
Q4 2019
13F-HR43$155.1K2020-02-13SEC ↗