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Disclosery

Belpointe Asset Management LLC: AVUV position timeline

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

Belpointe Asset Management LLC held 17,833 AVUV 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 17,833 shares
    Change vs previous 13F +5,514 shares

    0.07% of the 13F portfolio, value $2,224,845.

    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 12,319 shares
    Change vs previous 13F -5,405 shares

    0.05% of the 13F portfolio, value $1,360,880.

    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 17,724 shares
    Change vs previous 13F +1,644 shares

    0.07% of the 13F portfolio, value $1,807,494.

    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 16,080 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,600,442.

    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).