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Disclosery

Belpointe Asset Management LLC: FEX position timeline

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

Belpointe Asset Management LLC held 16,135 FEX 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 16,135 shares
    Change vs previous 13F -80 shares

    0.07% of the 13F portfolio, value $2,256,858.

    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 16,215 shares
    Change vs previous 13F -683 shares

    0.07% of the 13F portfolio, value $1,977,058.

    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 16,898 shares
    Change vs previous 13F -642 shares

    0.07% of the 13F portfolio, value $2,004,383.

    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 17,540 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,049,039.

    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 17,540 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,928,698.

    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 17,540 shares
    Change vs previous 13F -944 shares

    0.09% of the 13F portfolio, value $1,797,148.

    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 18,484 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,894,322.

    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 18,484 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,925,458.

    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).