Skip to content
Disclosery

Belpointe Asset Management LLC: BP position timeline

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

Belpointe Asset Management LLC held 5,788 BP 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 5,788 shares
    Change vs previous 13F -1,048 shares

    0.01% of the 13F portfolio, value $213,867.

    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 6,836 shares
    Change vs previous 13F -2,409 shares

    0.01% of the 13F portfolio, value $321,305.

    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 9,245 shares
    Change vs previous 13F -872 shares

    0.01% of the 13F portfolio, value $321,099.

    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 10,117 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $348,654.

    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 10,082 shares
    Change vs previous 13F +1,031 shares

    0.01% of the 13F portfolio, value $301,776.

    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 9,051 shares
    Change vs previous 13F +1,056 shares

    0.02% of the 13F portfolio, value $305,858.

    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 7,995 shares
    Change vs previous 13F -341 shares

    0.02% of the 13F portfolio, value $271,515.

    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 8,336 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $261,687.

    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).