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Disclosery

Belpointe Asset Management LLC: IBDW position timeline

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

Belpointe Asset Management LLC held 94,291 IBDW 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 94,291 shares
    Change vs previous 13F +7,677 shares

    0.06% of the 13F portfolio, value $1,965,028.

    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 86,614 shares
    Change vs previous 13F +7,371 shares

    0.07% of the 13F portfolio, value $1,812,846.

    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 79,243 shares
    Change vs previous 13F +40,572 shares

    0.06% of the 13F portfolio, value $1,675,989.

    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 38,671 shares
    Change vs previous 13F -6,801 shares

    0.03% of the 13F portfolio, value $820,599.

    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 45,472 shares
    Change vs previous 13F +15,689 shares

    0.04% of the 13F portfolio, value $956,733.

    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 29,783 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $617,997.

    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).