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Disclosery

Belpointe Asset Management LLC: AB position timeline

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

Belpointe Asset Management LLC held 28,330 AB 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 28,330 shares
    Change vs previous 13F +2,403 shares

    0.03% of the 13F portfolio, value $997,783.

    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 25,927 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $970,707.

    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 25,913 shares
    Change vs previous 13F -1,857 shares

    0.04% of the 13F portfolio, value $997,132.

    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 27,770 shares
    Change vs previous 13F +8,459 shares

    0.04% of the 13F portfolio, value $1,061,369.

    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 19,311 shares
    Change vs previous 13F -2,639 shares

    0.03% of the 13F portfolio, value $788,468.

    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 21,950 shares
    Change vs previous 13F +768 shares

    0.04% of the 13F portfolio, value $840,905.

    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 21,182 shares
    Change vs previous 13F +712 shares

    0.04% of the 13F portfolio, value $729,508.

    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 20,470 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $714,198.

    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).