Blue Zone Wealth Advisors, LLC

SEC CIK: 0001803106
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by Blue Zone Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APD overview All 13F holders of APD Full Q2 2026 holdings

Shares (Q2 2026): 18,150
Value: $5.32M
% of portfolio: 0.9%
Quarters held: 22; Since Q1 2021

Holdings of APD by Blue Zone Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,150	$5.32M	0.9%	−259−1.4%	Reduced	Holders
Q1 2026	18,409	$5.35M	1.1%	−135−0.7%	Reduced	Holders
Q4 2025	18,544	$4.58M	0.9%	+279+1.5%	Added	Holders
Q3 2025	18,265	$4.98M	1.0%	+550+3.1%	Added	Holders
Q2 2025	17,715	$5.00M	1.2%	+549+3.2%	Added	Holders
Q1 2025	17,166	$5.06M	1.4%	+1,968+12.9%	Added	Holders
Q4 2024	15,198	$4.41M	1.3%	+562+3.8%	Added	Holders
Q3 2024	14,636	$4.36M	1.4%	+253+1.8%	Added	Holders
Q2 2024	14,383	$3.71M	1.3%	+90+0.6%	Added	Holders
Q1 2024	14,293	$3.46M	1.2%	+127+0.9%	Added	Holders
Q4 2023	14,166	$3.88M	1.5%	+2,865+25.4%	Added	Holders
Q3 2023	11,301	$3.20M	1.4%	+312+2.8%	Added	Holders
Q2 2023	10,989	$3.29M	1.5%	+4,299+64.3%	Added	Holders
Q1 2023	6,690	$1.92M	1.0%	−5,784−46.4%	Reduced	Holders
Q4 2022	12,474	$3.85M	2.1%	+106+0.9%	Added	Holders
Q3 2022	12,368	$2.88M	1.5%	+104+0.8%	Added	Holders
Q2 2022	12,264	$2.95M	1.3%	+259+2.2%	Added	Holders
Q1 2022	12,005	$3.00M	1.1%	+1,086+9.9%	Added	Holders
Q4 2021	10,919	$3.32M	1.1%	+357+3.4%	Added	Holders
Q3 2021	10,562	$2.71M	0.9%	+1,914+22.1%	Added	Holders
Q2 2021	8,648	$2.49M	0.9%	+325+3.9%	Added	Holders
Q1 2021	8,323	$2.34M	1.0%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.