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Disclosery

Belpointe Asset Management LLC: FPE position timeline

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

Belpointe Asset Management LLC held 33,648 FPE 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 33,648 shares
    Change vs previous 13F +11,674 shares

    0.02% of the 13F portfolio, value $601,626.

    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 21,974 shares
    Change vs previous 13F -15,082 shares

    0.01% of the 13F portfolio, value $390,039.

    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 37,056 shares
    Change vs previous 13F +344 shares

    0.02% of the 13F portfolio, value $675,161.

    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 36,712 shares
    Change vs previous 13F +16,084 shares

    0.03% of the 13F portfolio, value $669,627.

    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 20,628 shares
    Change vs previous 13F +8,763 shares

    0.02% of the 13F portfolio, value $367,178.

    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 11,865 shares
    Change vs previous 13F -8,238 shares

    0.01% of the 13F portfolio, value $208,705.

    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 20,103 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $357,029.

    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 20,075 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $363,358.

    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).