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Disclosery

Belpointe Asset Management LLC: BMI position timeline

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

Belpointe Asset Management LLC held 178,964 BMI 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 178,964 shares
    Change vs previous 13F +4 shares

    0.87% of the 13F portfolio, value $26,554,678.

    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 178,960 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $27,264,556.

    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 178,960 shares
    Change vs previous 13F -205 shares

    1.13% of the 13F portfolio, value $31,212,414.

    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 179,165 shares
    Change vs previous 13F +148 shares

    1.22% of the 13F portfolio, value $31,995,286.

    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 179,017 shares
    Change vs previous 13F +56 shares

    1.83% of the 13F portfolio, value $43,850,214.

    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 178,961 shares
    Change vs previous 13F -169 shares

    1.77% of the 13F portfolio, value $34,047,330.

    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 179,130 shares
    Change vs previous 13F 0 shares

    2.23% of the 13F portfolio, value $37,069,162.

    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 179,130 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $39,123,783.

    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).