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Belpointe Asset Management LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Belpointe Asset Management LLC on AAPL, newest first. How the timeline and the estimate are built.

Belpointe Asset Management LLC held 256,991 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,991 shares
    Change vs previous 13F -1,577 shares

    2.43% of the 13F portfolio, value $74,363,693.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 258,568 shares
    Change vs previous 13F +6,864 shares

    2.4% of the 13F portfolio, value $65,623,075.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 251,704 shares
    Change vs previous 13F +4,366 shares

    2.47% of the 13F portfolio, value $68,428,850.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 247,338 shares
    Change vs previous 13F -3,460 shares

    2.41% of the 13F portfolio, value $62,980,209.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 250,798 shares
    Change vs previous 13F -64,110 shares

    2.14% of the 13F portfolio, value $51,456,464.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 314,908 shares
    Change vs previous 13F -48,918 shares

    3.64% of the 13F portfolio, value $69,951,459.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 363,826 shares
    Change vs previous 13F +21,631 shares

    5.02% of the 13F portfolio, value $83,420,388.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 342,195 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $79,731,800.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).