Belpointe Asset Management LLC: BRO position timeline

Belpointe Asset Management LLC held 3,608 BRO 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 3,608 shares

   Change vs previous 13F -533 shares

   0.01% of the 13F portfolio, value $231,463.

   13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,141 shares

   Change vs previous 13F -146 shares

   0.01% of the 13F portfolio, value $270,057.

   13F-HR 0001721242-26-000004 filed by Belpointe Asset Management LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,287 shares

   Change vs previous 13F +191 shares

   0.01% of the 13F portfolio, value $341,746.

   13F-HR 0001721242-26-000001 filed by Belpointe Asset Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,096 shares

   Change vs previous 13F +41 shares

   0.01% of the 13F portfolio, value $384,233.

   13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,055 shares

   Change vs previous 13F +202 shares

   0.02% of the 13F portfolio, value $449,646.

   13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,853 shares

   Change vs previous 13F -61 shares

   0.02% of the 13F portfolio, value $479,378.

   13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
   Filed 2025-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,914 shares

   Change vs previous 13F -32 shares

   0.02% of the 13F portfolio, value $411,513.

   13F-HR 0001721242-25-000002 filed by Belpointe Asset Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 3,946 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $408,839.

   13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).