Belpointe Asset Management LLC: FDLS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Belpointe Asset Management LLC on FDLS, newest first. How the timeline and the estimate are built.
Belpointe Asset Management LLC held 78,581 FDLS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 78,581 sharesChange vs previous 13F +540 shares
0.11% of the 13F portfolio, value $3,321,651.
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 78,041 sharesChange vs previous 13F +8,034 shares
0.11% of the 13F portfolio, value $2,882,871.
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 70,007 sharesChange vs previous 13F +1,426 shares
0.09% of the 13F portfolio, value $2,502,085.
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 68,581 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,394,828.
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).