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Disclosery

Belpointe Asset Management LLC: IWB position timeline

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

Belpointe Asset Management LLC held 10,792 IWB 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 10,792 shares
    Change vs previous 13F +438 shares

    0.14% of the 13F portfolio, value $4,419,688.

    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 10,354 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $3,691,889.

    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 10,345 shares
    Change vs previous 13F -559 shares

    0.14% of the 13F portfolio, value $3,863,466.

    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 10,904 shares
    Change vs previous 13F +5,692 shares

    0.15% of the 13F portfolio, value $3,985,383.

    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 5,212 shares
    Change vs previous 13F +236 shares

    0.07% of the 13F portfolio, value $1,770,092.

    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 4,976 shares
    Change vs previous 13F +1,407 shares

    0.08% of the 13F portfolio, value $1,526,620.

    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 3,569 shares
    Change vs previous 13F -2,808 shares

    0.07% of the 13F portfolio, value $1,103,332.

    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 6,377 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,004,986.

    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).