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Disclosery

Belpointe Asset Management LLC: CARY position timeline

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

Belpointe Asset Management LLC held 54,635 CARY 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 54,635 shares
    Change vs previous 13F -28,699 shares

    0.04% of the 13F portfolio, value $1,135,319.

    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 83,334 shares
    Change vs previous 13F +4,548 shares

    0.06% of the 13F portfolio, value $1,731,093.

    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 78,786 shares
    Change vs previous 13F -33,376 shares

    0.06% of the 13F portfolio, value $1,640,762.

    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 112,162 shares
    Change vs previous 13F -19,628 shares

    0.09% of the 13F portfolio, value $2,345,323.

    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 131,790 shares
    Change vs previous 13F +15,166 shares

    0.11% of the 13F portfolio, value $2,741,236.

    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 116,624 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,421,129.

    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).