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Disclosery

Belpointe Asset Management LLC: CEF position timeline

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

Belpointe Asset Management LLC held 46,290 CEF 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 46,290 shares
    Change vs previous 13F +5,565 shares

    0.06% of the 13F portfolio, value $1,862,247.

    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 40,725 shares
    Change vs previous 13F +1,615 shares

    0.07% of the 13F portfolio, value $1,943,397.

    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 39,110 shares
    Change vs previous 13F -5,489 shares

    0.06% of the 13F portfolio, value $1,791,238.

    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 44,599 shares
    Change vs previous 13F -103,222 shares

    0.06% of the 13F portfolio, value $1,636,337.

    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 147,821 shares
    Change vs previous 13F +45,766 shares

    0.19% of the 13F portfolio, value $4,449,412.

    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 102,055 shares
    Change vs previous 13F +89,938 shares

    0.15% of the 13F portfolio, value $2,899,383.

    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 12,117 shares
    Change vs previous 13F -952 shares

    0.02% of the 13F portfolio, value $280,630.

    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 13,069 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $320,060.

    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).