Belpointe Asset Management LLC: DRI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Belpointe Asset Management LLC on DRI, newest first. How the timeline and the estimate are built.
Belpointe Asset Management LLC held 3,106 DRI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 3,106 sharesChange vs previous 13F -4,321 shares
0.02% of the 13F portfolio, value $639,972.
13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,427 sharesChange vs previous 13F -1,344 shares
0.05% of the 13F portfolio, value $1,456,064.
13F-HR 0001721242-26-000004 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,771 sharesChange vs previous 13F +5,781 shares
0.06% of the 13F portfolio, value $1,614,156.
13F-HR 0001721242-26-000001 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,990 sharesChange vs previous 13F -1,217 shares
0.02% of the 13F portfolio, value $569,311.
13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,207 sharesChange vs previous 13F +1,685 shares
0.04% of the 13F portfolio, value $917,050.
13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,522 sharesChange vs previous 13F +582 shares
0.03% of the 13F portfolio, value $524,067.
13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,940 sharesChange vs previous 13F -2,000 shares
0.02% of the 13F portfolio, value $306,904.
13F-HR 0001721242-25-000002 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,940 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $646,768.
13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).