Belpointe Asset Management LLC: BWZ position timeline

Belpointe Asset Management LLC held 26,079 BWZ 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 26,079 shares

   Change vs previous 13F -1,769 shares

   0.02% of the 13F portfolio, value $697,613.

   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 27,848 shares

   Change vs previous 13F +1,126 shares

   0.03% of the 13F portfolio, value $749,668.

   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 26,722 shares

   Change vs previous 13F -12,515 shares

   0.03% of the 13F portfolio, value $732,450.

   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 39,237 shares

   Change vs previous 13F +10,588 shares

   0.04% of the 13F portfolio, value $1,091,573.

   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 28,649 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $804,177.

   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).