Skip to content
Disclosery

Belpointe Asset Management LLC: IBTJ position timeline

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

Belpointe Asset Management LLC held 222,170 IBTJ 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 222,170 shares
    Change vs previous 13F +11,691 shares

    0.16% of the 13F portfolio, value $4,810,023.

    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 210,479 shares
    Change vs previous 13F +21,924 shares

    0.17% of the 13F portfolio, value $4,597,510.

    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 188,555 shares
    Change vs previous 13F +154,574 shares

    0.15% of the 13F portfolio, value $4,137,844.

    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 33,981 shares
    Change vs previous 13F +2,132 shares

    0.03% of the 13F portfolio, value $746,053.

    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 31,849 shares
    Change vs previous 13F +21,296 shares

    0.03% of the 13F portfolio, value $698,130.

    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 10,553 shares
    Change vs previous 13F -1,027 shares

    0.01% of the 13F portfolio, value $229,739.

    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 11,580 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $254,038.

    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 11,545 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $255,202.

    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).