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Disclosery

Belpointe Asset Management LLC: IWM position timeline

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

Belpointe Asset Management LLC held 21,364 IWM 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 21,364 shares
    Change vs previous 13F -6,819 shares

    0.21% of the 13F portfolio, value $6,419,033.

    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 28,183 shares
    Change vs previous 13F +11,785 shares

    0.26% of the 13F portfolio, value $6,989,514.

    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 16,398 shares
    Change vs previous 13F -2,883 shares

    0.15% of the 13F portfolio, value $4,036,601.

    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 19,281 shares
    Change vs previous 13F +3,148 shares

    0.18% of the 13F portfolio, value $4,665,450.

    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 16,133 shares
    Change vs previous 13F -134 shares

    0.15% of the 13F portfolio, value $3,481,482.

    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 16,267 shares
    Change vs previous 13F -20,544 shares

    0.17% of the 13F portfolio, value $3,245,148.

    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 36,811 shares
    Change vs previous 13F +7,584 shares

    0.49% of the 13F portfolio, value $8,101,564.

    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 29,227 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,456,002.

    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).