Blue Zone Wealth Advisors, LLC
- SEC CIK
- 0001803106
- Latest filing
- Jul 14, 2026
BLW holding history
BlackRock Ltd Duration Income Trust 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.
BLW overviewAll 13F holders of BLWFull Q2 2026 holdings
- Shares (Q2 2026)
- 162,935
- Value
- $2.04M
- % of portfolio
- 0.4%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 162,935 | $2.04M | 0.4% | −10,406−6.0% | Reduced | Holders |
| Q1 2026 | 173,341 | $2.18M | 0.4% | −99,355−36.4% | Reduced | Holders |
| Q4 2025 | 272,696 | $3.75M | 0.7% | −60,492−18.2% | Reduced | Holders |
| Q3 2025 | 333,188 | $4.66M | 0.9% | +23,730+7.7% | Added | Holders |
| Q2 2025 | 309,458 | $4.39M | 1.1% | +7,832+2.6% | Added | Holders |
| Q1 2025 | 301,626 | $4.26M | 1.2% | +43,324+16.8% | Added | Holders |
| Q4 2024 | 258,302 | $3.65M | 1.1% | +260.0% | Added | Holders |
| Q3 2024 | 258,276 | $3.74M | 1.2% | −67,097−20.6% | Reduced | Holders |
| Q2 2024 | 325,373 | $4.54M | 1.6% | −101,637−23.8% | Reduced | Holders |
| Q1 2024 | 427,010 | $5.99M | 2.1% | +14,917+3.6% | Added | Holders |
| Q4 2023 | 412,093 | $5.76M | 2.3% | +12,217+3.1% | Added | Holders |
| Q3 2023 | 399,876 | $5.15M | 2.3% | +23,256+6.2% | Added | Holders |
| Q2 2023 | 376,620 | $4.85M | 2.2% | +32,996+9.6% | Added | Holders |
| Q1 2023 | 343,624 | $4.50M | 2.4% | +11,542+3.5% | Added | Holders |
| Q4 2022 | 332,082 | $4.34M | 2.3% | +3,278+1.0% | Added | Holders |
| Q3 2022 | 328,804 | $3.98M | 2.1% | +1,808+0.6% | Added | Holders |
| Q2 2022 | 326,996 | $4.14M | 1.9% | +326,996 | New | Holders |