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Disclosery

Belpointe Asset Management LLC: IBTG position timeline

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

Belpointe Asset Management LLC held 247,521 IBTG 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 247,521 shares
    Change vs previous 13F +19,285 shares

    0.19% of the 13F portfolio, value $5,665,786.

    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 228,236 shares
    Change vs previous 13F +53,467 shares

    0.19% of the 13F portfolio, value $5,230,029.

    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 174,769 shares
    Change vs previous 13F +127,480 shares

    0.14% of the 13F portfolio, value $3,997,841.

    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 47,289 shares
    Change vs previous 13F -97,108 shares

    0.04% of the 13F portfolio, value $1,085,283.

    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 144,397 shares
    Change vs previous 13F +117,165 shares

    0.14% of the 13F portfolio, value $3,311,023.

    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 27,232 shares
    Change vs previous 13F -19,654 shares

    0.03% of the 13F portfolio, value $624,702.

    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 46,886 shares
    Change vs previous 13F +13,751 shares

    0.06% of the 13F portfolio, value $1,077,440.

    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 33,135 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $764,259.

    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).