Blue Zone Wealth Advisors, LLC CMPR CIMPRESS PLC

Ownership history in Blue Zone Wealth Advisors, LLC  ·  19 quarters on record

AI Ownership Summary

Blue Zone Wealth Advisors, LLC reported CIMPRESS PLC (CMPR) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.11% in 2024 Q1. The latest visible filing shows CMPR at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Zone Wealth Advisors, LLC's position in CIMPRESS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CMPR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blue Zone Wealth Advisors, LLC held CMPR — position size vs. price
% of Fund (quarterly)    CMPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 2,282 -555 -19.6% 0.04% $232K 2026-07-14 $98.52
2024 Q3 REDUCED 19.2% -12.2% 2,837 -675 -19.2% 0.07% $232K 2024-10-07 $78.31
2024 Q2 UNCHANGED 3,512 0% 0.11% $308K 2024-07-12 $92.04
2024 Q1 REDUCED 34.7% -1.4% 3,512 -1,864 -34.7% 0.11% $311K 2024-04-18 $88.33
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Blue Zone Wealth Advisors, LLC and CMPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Zone Wealth Advisors, LLC reported owning CMPR?

Blue Zone Wealth Advisors, LLC reported CMPR across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CMPR position in Blue Zone Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for CMPR was 0.11% in 2024 Q1.

What is the latest reported CMPR position on this page?

The most recent filing on this page is 2026 Q2, when Blue Zone Wealth Advisors, LLC reported 2,282 shares, equal to 0.04% of portfolio, with an estimated market value of $232K.

What does the chart on this CMPR ownership page compare?

The chart compares Blue Zone Wealth Advisors, LLC's quarterly CMPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Zone Wealth Advisors, LLC time their CMPR position?

Based on 13F filing dates vs. subsequent CMPR price moves, Blue Zone Wealth Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on CMPR relative to SPY over the holding period was -30.3%.

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