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Disclosery

Belpointe Asset Management LLC: IWF position timeline

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

Belpointe Asset Management LLC held 36,711 IWF 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 36,711 shares
    Change vs previous 13F +28,038 shares

    0.15% of the 13F portfolio, value $4,558,466.

    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 8,673 shares
    Change vs previous 13F +415 shares

    0.14% of the 13F portfolio, value $3,698,349.

    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 8,258 shares
    Change vs previous 13F -1,138 shares

    0.14% of the 13F portfolio, value $3,908,705.

    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 9,396 shares
    Change vs previous 13F +1,079 shares

    0.17% of the 13F portfolio, value $4,401,181.

    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 8,317 shares
    Change vs previous 13F -205 shares

    0.15% of the 13F portfolio, value $3,531,232.

    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 8,522 shares
    Change vs previous 13F -39 shares

    0.16% of the 13F portfolio, value $3,077,267.

    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 8,561 shares
    Change vs previous 13F +202 shares

    0.19% of the 13F portfolio, value $3,128,703.

    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 8,359 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,137,801.

    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).