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Disclosery

Belpointe Asset Management LLC: CWI position timeline

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

Belpointe Asset Management LLC held 44,359 CWI 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 44,359 shares
    Change vs previous 13F +11,777 shares

    0.06% of the 13F portfolio, value $1,804,081.

    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 32,582 shares
    Change vs previous 13F +13,448 shares

    0.04% of the 13F portfolio, value $1,192,175.

    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 19,134 shares
    Change vs previous 13F +10,840 shares

    0.02% of the 13F portfolio, value $687,293.

    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 8,294 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $289,626.

    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).