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Disclosery

Belpointe Asset Management LLC: IBDU position timeline

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

Belpointe Asset Management LLC held 134,558 IBDU 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 134,558 shares
    Change vs previous 13F +21,195 shares

    0.1% of the 13F portfolio, value $3,116,372.

    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 113,363 shares
    Change vs previous 13F +24,781 shares

    0.1% of the 13F portfolio, value $2,636,840.

    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 88,582 shares
    Change vs previous 13F +16,507 shares

    0.07% of the 13F portfolio, value $2,073,271.

    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 72,075 shares
    Change vs previous 13F +13,239 shares

    0.06% of the 13F portfolio, value $1,691,603.

    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 58,836 shares
    Change vs previous 13F +18,178 shares

    0.06% of the 13F portfolio, value $1,372,651.

    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 40,658 shares
    Change vs previous 13F +26,701 shares

    0.05% of the 13F portfolio, value $940,425.

    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 13,957 shares
    Change vs previous 13F +1,780 shares

    0.02% of the 13F portfolio, value $325,617.

    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 12,177 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $286,281.

    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).