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Belpointe Asset Management LLC: FNDX position timeline

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

Belpointe Asset Management LLC held 1,148,343 FNDX 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 1,148,343 shares
    Change vs previous 13F +3,927 shares

    1.17% of the 13F portfolio, value $35,713,494.

    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 1,144,416 shares
    Change vs previous 13F -200,679 shares

    1.16% of the 13F portfolio, value $31,871,997.

    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 1,345,095 shares
    Change vs previous 13F +40,963 shares

    1.32% of the 13F portfolio, value $36,600,051.

    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 1,304,132 shares
    Change vs previous 13F +62,675 shares

    1.31% of the 13F portfolio, value $34,298,693.

    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 1,241,457 shares
    Change vs previous 13F -27,350 shares

    1.27% of the 13F portfolio, value $30,465,379.

    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 1,268,807 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $29,956,534.

    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).