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Disclosery

Belpointe Asset Management LLC: BX position timeline

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

Belpointe Asset Management LLC held 29,937 BX 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 29,937 shares
    Change vs previous 13F +8,620 shares

    0.12% of the 13F portfolio, value $3,522,704.

    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 21,317 shares
    Change vs previous 13F +14,529 shares

    0.09% of the 13F portfolio, value $2,451,362.

    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 6,788 shares
    Change vs previous 13F -2,574 shares

    0.04% of the 13F portfolio, value $1,046,392.

    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 9,362 shares
    Change vs previous 13F +2,249 shares

    0.06% of the 13F portfolio, value $1,599,531.

    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 7,113 shares
    Change vs previous 13F +786 shares

    0.04% of the 13F portfolio, value $1,064,048.

    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 6,327 shares
    Change vs previous 13F -12,452 shares

    0.05% of the 13F portfolio, value $884,497.

    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 18,779 shares
    Change vs previous 13F +3,714 shares

    0.16% of the 13F portfolio, value $2,673,466.

    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 15,065 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,306,998.

    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).