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Disclosery

Belpointe Asset Management LLC: CAAA position timeline

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

Belpointe Asset Management LLC held 24,765 CAAA 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 24,765 shares
    Change vs previous 13F -3,242 shares

    0.02% of the 13F portfolio, value $502,988.

    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 28,007 shares
    Change vs previous 13F +6,237 shares

    0.02% of the 13F portfolio, value $568,550.

    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 21,770 shares
    Change vs previous 13F +310 shares

    0.02% of the 13F portfolio, value $446,295.

    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 21,460 shares
    Change vs previous 13F +223 shares

    0.02% of the 13F portfolio, value $440,185.

    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 21,237 shares
    Change vs previous 13F +1,490 shares

    0.02% of the 13F portfolio, value $434,942.

    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 19,747 shares
    Change vs previous 13F +7,138 shares

    0.02% of the 13F portfolio, value $401,764.

    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 12,609 shares
    Change vs previous 13F +120 shares

    0.02% of the 13F portfolio, value $259,304.

    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 12,489 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $258,774.

    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).