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Disclosery

Belpointe Asset Management LLC: IBIT position timeline

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

Belpointe Asset Management LLC held 42,281 IBIT 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 42,281 shares
    Change vs previous 13F -25,533 shares

    0.05% of the 13F portfolio, value $1,407,535.

    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 67,814 shares
    Change vs previous 13F +30,959 shares

    0.1% of the 13F portfolio, value $2,605,414.

    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 36,855 shares
    Change vs previous 13F -18,637 shares

    0.07% of the 13F portfolio, value $1,829,851.

    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 55,492 shares
    Change vs previous 13F -4,821 shares

    0.14% of the 13F portfolio, value $3,606,980.

    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 60,313 shares
    Change vs previous 13F +30,100 shares

    0.15% of the 13F portfolio, value $3,691,748.

    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 30,213 shares
    Change vs previous 13F -11,786 shares

    0.07% of the 13F portfolio, value $1,414,501.

    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 41,999 shares
    Change vs previous 13F -1,279 shares

    0.08% of the 13F portfolio, value $1,402,194.

    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 43,278 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,563,634.

    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).