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Disclosery

Belpointe Asset Management LLC: IBHF position timeline

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

Belpointe Asset Management LLC held 48,790 IBHF 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 48,790 shares
    Change vs previous 13F +12,317 shares

    0.04% of the 13F portfolio, value $1,105,094.

    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 36,473 shares
    Change vs previous 13F -8 shares

    0.03% of the 13F portfolio, value $837,055.

    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 36,481 shares
    Change vs previous 13F +11,203 shares

    0.03% of the 13F portfolio, value $841,981.

    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 25,278 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $591,252.

    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).