Blue Zone Wealth Advisors, LLC

SEC CIK: 0001803106
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

BX holding history

Blackstone 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.

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

Shares (Q2 2026): 53,413
Value: $6.29M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of BX by Blue Zone Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,413	$6.29M	1.1%	−2,070−3.7%	Reduced	Holders
Q1 2026	55,483	$6.38M	1.3%	+260.0%	Added	Holders
Q4 2025	55,457	$8.55M	1.6%	+1,358+2.5%	Added	Holders
Q3 2025	54,099	$9.24M	1.8%	+54+0.1%	Added	Holders
Q2 2025	54,045	$8.08M	2.0%	+13,424+33.0%	Added	Holders
Q1 2025	40,621	$5.68M	1.6%	+5,338+15.1%	Added	Holders
Q4 2024	35,283	$6.08M	1.8%	−570−1.6%	Reduced	Holders
Q3 2024	35,853	$5.49M	1.7%	+294+0.8%	Added	Holders
Q2 2024	35,559	$4.40M	1.5%	+4,794+15.6%	Added	Holders
Q1 2024	30,765	$4.04M	1.4%	−3,094−9.1%	Reduced	Holders
Q4 2023	33,859	$4.43M	1.8%	−131−0.4%	Reduced	Holders
Q3 2023	33,990	$3.64M	1.6%	−1,088−3.1%	Reduced	Holders
Q2 2023	35,078	$3.26M	1.5%	−50−0.1%	Reduced	Holders
Q1 2023	35,128	$3.09M	1.6%	−1,290−3.5%	Reduced	Holders
Q4 2022	36,418	$2.70M	1.4%	00.0%	Unchanged	Holders
Q3 2022	36,418	$3.05M	1.6%	−5,448−13.0%	Reduced	Holders
Q2 2022	41,866	$3.82M	1.7%	−12,851−23.5%	Reduced	Holders
Q1 2022	54,717	$6.95M	2.6%	−4,849−8.1%	Reduced	Holders
Q4 2021	59,566	$7.71M	2.5%	−243−0.4%	Reduced	Holders
Q3 2021	59,809	$6.96M	2.4%	−888−1.5%	Reduced	Holders
Q2 2021	60,697	$5.90M	2.2%	−151−0.2%	Reduced	Holders
Q1 2021	60,848	$4.54M	1.9%	–	–	Holders

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