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Belpointe Asset Management LLC: KVUE position timeline

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

Belpointe Asset Management LLC held 29,877 KVUE 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 29,877 shares
    Change vs previous 13F -937 shares

    0.02% of the 13F portfolio, value $570,949.

    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 30,814 shares
    Change vs previous 13F -2,078 shares

    0.02% of the 13F portfolio, value $531,233.

    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 32,892 shares
    Change vs previous 13F -7,714 shares

    0.02% of the 13F portfolio, value $567,387.

    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 40,606 shares
    Change vs previous 13F +1,404 shares

    0.03% of the 13F portfolio, value $659,035.

    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 39,202 shares
    Change vs previous 13F -34,459 shares

    0.03% of the 13F portfolio, value $820,498.

    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 73,661 shares
    Change vs previous 13F +33,864 shares

    0.09% of the 13F portfolio, value $1,766,391.

    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 39,797 shares
    Change vs previous 13F -556 shares

    0.05% of the 13F portfolio, value $873,544.

    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 40,353 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $933,365.

    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).