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Disclosery

Belpointe Asset Management LLC: IVW position timeline

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

Belpointe Asset Management LLC held 59,300 IVW 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 59,300 shares
    Change vs previous 13F +2,260 shares

    0.27% of the 13F portfolio, value $8,155,658.

    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 57,040 shares
    Change vs previous 13F -4,456 shares

    0.24% of the 13F portfolio, value $6,451,898.

    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 61,496 shares
    Change vs previous 13F -961 shares

    0.27% of the 13F portfolio, value $7,580,172.

    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 62,457 shares
    Change vs previous 13F +2,766 shares

    0.29% of the 13F portfolio, value $7,539,920.

    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 59,691 shares
    Change vs previous 13F -978 shares

    0.27% of the 13F portfolio, value $6,572,074.

    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 60,669 shares
    Change vs previous 13F -40,682 shares

    0.29% of the 13F portfolio, value $5,631,982.

    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 101,351 shares
    Change vs previous 13F +545 shares

    0.57% of the 13F portfolio, value $9,452,045.

    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 100,806 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $9,652,227.

    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).