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Disclosery

Belpointe Asset Management LLC: HYG position timeline

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

Belpointe Asset Management LLC held 21,322 HYG 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 21,322 shares
    Change vs previous 13F -6,624 shares

    0.06% of the 13F portfolio, value $1,705,121.

    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 27,946 shares
    Change vs previous 13F -1,412 shares

    0.08% of the 13F portfolio, value $2,223,385.

    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 29,358 shares
    Change vs previous 13F -3,432 shares

    0.09% of the 13F portfolio, value $2,367,200.

    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 32,790 shares
    Change vs previous 13F +2,104 shares

    0.1% of the 13F portfolio, value $2,662,248.

    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 30,686 shares
    Change vs previous 13F +4,041 shares

    0.1% of the 13F portfolio, value $2,474,931.

    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 26,645 shares
    Change vs previous 13F +1,185 shares

    0.11% of the 13F portfolio, value $2,101,987.

    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 25,460 shares
    Change vs previous 13F +587 shares

    0.12% of the 13F portfolio, value $2,019,810.

    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 24,873 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,997,364.

    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).