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Belpointe Asset Management LLC: CGMU position timeline

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

Belpointe Asset Management LLC held 53,550 CGMU 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 53,550 shares
    Change vs previous 13F +396 shares

    0.05% of the 13F portfolio, value $1,471,022.

    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 53,154 shares
    Change vs previous 13F +2,998 shares

    0.05% of the 13F portfolio, value $1,443,137.

    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 50,156 shares
    Change vs previous 13F +3,754 shares

    0.05% of the 13F portfolio, value $1,373,290.

    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 46,402 shares
    Change vs previous 13F +1,600 shares

    0.05% of the 13F portfolio, value $1,266,333.

    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 44,802 shares
    Change vs previous 13F +3,800 shares

    0.05% of the 13F portfolio, value $1,195,765.

    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 41,002 shares
    Change vs previous 13F +1,220 shares

    0.06% of the 13F portfolio, value $1,099,674.

    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 39,782 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,083,662.

    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 39,782 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,092,414.

    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).