Skip to content
Disclosery

Belpointe Asset Management LLC: IVV position timeline

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

Belpointe Asset Management LLC held 47,706 IVV 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 47,706 shares
    Change vs previous 13F -1,053 shares

    1.17% of the 13F portfolio, value $35,727,650.

    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 48,759 shares
    Change vs previous 13F +8,992 shares

    1.16% of the 13F portfolio, value $31,851,491.

    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 39,767 shares
    Change vs previous 13F +1,700 shares

    0.98% of the 13F portfolio, value $27,239,467.

    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 38,067 shares
    Change vs previous 13F -6,146 shares

    0.97% of the 13F portfolio, value $25,479,435.

    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 44,213 shares
    Change vs previous 13F +13,850 shares

    1.14% of the 13F portfolio, value $27,452,907.

    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 30,363 shares
    Change vs previous 13F +15,093 shares

    0.89% of the 13F portfolio, value $17,062,144.

    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 15,270 shares
    Change vs previous 13F -11,629 shares

    0.52% of the 13F portfolio, value $8,654,992.

    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 26,899 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $15,516,801.

    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).