Belpointe Asset Management LLC: IRM position timeline

Belpointe Asset Management LLC held 1,866 IRM 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 1,866 shares

   Change vs previous 13F +1,866 shares

   0.01% of the 13F portfolio, value $235,764.

   13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,476 shares

   13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 2,476 shares

   Change vs previous 13F -4,774 shares

   0.01% of the 13F portfolio, value $213,086.

   13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
   Filed 2025-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 7,250 shares

   Change vs previous 13F +112 shares

   0.05% of the 13F portfolio, value $821,211.

   13F-HR 0001721242-25-000002 filed by Belpointe Asset Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 7,138 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $848,294.

   13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).