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Disclosery

Belpointe Asset Management LLC: IWR position timeline

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

Belpointe Asset Management LLC held 17,807 IWR 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 17,807 shares
    Change vs previous 13F +32 shares

    0.06% of the 13F portfolio, value $1,964,540.

    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 17,775 shares
    Change vs previous 13F -710 shares

    0.06% of the 13F portfolio, value $1,728,320.

    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 18,485 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $1,779,637.

    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 18,481 shares
    Change vs previous 13F -236 shares

    0.07% of the 13F portfolio, value $1,784,423.

    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 18,717 shares
    Change vs previous 13F -2,881 shares

    0.07% of the 13F portfolio, value $1,721,469.

    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 21,598 shares
    Change vs previous 13F +12,252 shares

    0.1% of the 13F portfolio, value $1,837,342.

    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 9,346 shares
    Change vs previous 13F -198 shares

    0.05% of the 13F portfolio, value $809,412.

    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 9,544 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $841,218.

    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).