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Disclosery

Belpointe Asset Management LLC: IBDR position timeline

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

Belpointe Asset Management LLC held 34,912 IBDR 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 34,912 shares
    Change vs previous 13F -4,394 shares

    0.03% of the 13F portfolio, value $845,918.

    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 39,306 shares
    Change vs previous 13F -3,221 shares

    0.03% of the 13F portfolio, value $952,777.

    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 42,527 shares
    Change vs previous 13F +16,539 shares

    0.04% of the 13F portfolio, value $1,030,429.

    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 25,988 shares
    Change vs previous 13F +10,822 shares

    0.02% of the 13F portfolio, value $631,508.

    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 15,166 shares
    Change vs previous 13F +4,196 shares

    0.02% of the 13F portfolio, value $367,776.

    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 10,970 shares
    Change vs previous 13F -1,396 shares

    0.01% of the 13F portfolio, value $265,584.

    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 12,366 shares
    Change vs previous 13F +3,300 shares

    0.02% of the 13F portfolio, value $299,010.

    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 9,066 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $220,304.

    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).