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Disclosery

Belpointe Asset Management LLC: CTA position timeline

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

Belpointe Asset Management LLC held 195,637 CTA 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 195,637 shares
    Change vs previous 13F -6,649 shares

    0.17% of the 13F portfolio, value $5,074,849.

    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 202,286 shares
    Change vs previous 13F +1,486 shares

    0.22% of the 13F portfolio, value $6,113,111.

    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 200,800 shares
    Change vs previous 13F +10,306 shares

    0.2% of the 13F portfolio, value $5,473,823.

    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 190,494 shares
    Change vs previous 13F -9,401 shares

    0.2% of the 13F portfolio, value $5,328,129.

    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 199,895 shares
    Change vs previous 13F +8,434 shares

    0.22% of the 13F portfolio, value $5,345,192.

    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 191,461 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,667,246.

    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).