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Disclosery

Belpointe Asset Management LLC: IBDS position timeline

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

Belpointe Asset Management LLC held 21,511 IBDS 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 21,511 shares
    Change vs previous 13F -967 shares

    0.02% of the 13F portfolio, value $521,018.

    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 22,478 shares
    Change vs previous 13F +2,001 shares

    0.02% of the 13F portfolio, value $544,879.

    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 20,477 shares
    Change vs previous 13F -1,043 shares

    0.02% of the 13F portfolio, value $497,196.

    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 21,520 shares
    Change vs previous 13F +3,341 shares

    0.02% of the 13F portfolio, value $523,814.

    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 18,179 shares
    Change vs previous 13F +7,712 shares

    0.02% of the 13F portfolio, value $441,212.

    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 10,467 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $253,114.

    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 10,342 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,483.

    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).