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Livermore
Livermore
ZHEN

Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of BLK by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,272−100.0%Sold outHolders
Q4 20255,272$5.64M1.1%+5+0.1%AddedHolders
Q3 20255,267$6.14M1.2%+20+0.4%AddedHolders
Q2 20255,247$5.51M1.4%+348+7.1%AddedHolders
Q1 20254,899$4.64M1.3%+504+11.5%AddedHolders
Q4 20244,395$4.51M1.3%+4,395NewHolders
Q3 20240$00.0%−4,234−100.0%Sold outHolders
Q2 20244,234$3.33M1.2%+118+2.9%AddedHolders
Q1 20244,116$3.43M1.2%+1,575+62.0%AddedHolders
Q4 20232,541$2.06M0.8%+149+6.2%AddedHolders
Q3 20232,392$1.55M0.7%+6+0.3%AddedHolders
Q2 20232,386$1.65M0.8%+71+3.1%AddedHolders
Q1 20232,315$1.55M0.8%−1,680−42.1%ReducedHolders
Q4 20223,995$2.83M1.5%+54+1.4%AddedHolders
Q3 20223,941$2.17M1.1%+43+1.1%AddedHolders
Q2 20223,898$2.37M1.1%+1,054+37.1%AddedHolders
Q1 20222,844$2.17M0.8%+3+0.1%AddedHolders
Q4 20212,841$2.60M0.9%+10.0%AddedHolders
Q3 20212,840$2.38M0.8%+3+0.1%AddedHolders
Q2 20212,837$2.48M0.9%−4−0.1%ReducedHolders
Q1 20212,841$2.14M0.9%––Holders

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