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Disclosery

Belpointe Asset Management LLC: AGG position timeline

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

Belpointe Asset Management LLC held 113,917 AGG 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 113,917 shares
    Change vs previous 13F +6,910 shares

    0.37% of the 13F portfolio, value $11,275,576.

    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 107,007 shares
    Change vs previous 13F +49,783 shares

    0.39% of the 13F portfolio, value $10,622,690.

    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 57,224 shares
    Change vs previous 13F -1,986 shares

    0.21% of the 13F portfolio, value $5,715,599.

    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 59,210 shares
    Change vs previous 13F +4,967 shares

    0.23% of the 13F portfolio, value $5,935,917.

    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 54,243 shares
    Change vs previous 13F +7,996 shares

    0.22% of the 13F portfolio, value $5,381,029.

    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 46,247 shares
    Change vs previous 13F +36,071 shares

    0.24% of the 13F portfolio, value $4,569,819.

    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 10,176 shares
    Change vs previous 13F -19,794 shares

    0.06% of the 13F portfolio, value $1,011,992.

    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 29,970 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,035,167.

    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).