Skip to content
Disclosery

Belpointe Asset Management LLC: KWY position timeline

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

Belpointe Asset Management LLC held 358,511 KWY 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 358,511 shares
    Change vs previous 13F -2,000 shares

    0.12% of the 13F portfolio, value $3,735,685.

    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 360,511 shares
    Change vs previous 13F +4,100 shares

    0.14% of the 13F portfolio, value $3,760,130.

    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 356,411 shares
    Change vs previous 13F -15,950 shares

    0.17% of the 13F portfolio, value $4,793,728.

    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 372,361 shares
    Change vs previous 13F -12,697 shares

    0.21% of the 13F portfolio, value $5,443,918.

    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 385,058 shares
    Change vs previous 13F -23,797 shares

    0.22% of the 13F portfolio, value $5,213,685.

    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 408,855 shares
    Change vs previous 13F -3,038 shares

    0.17% of the 13F portfolio, value $3,238,132.

    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 411,893 shares
    Change vs previous 13F -2,600 shares

    0.21% of the 13F portfolio, value $3,414,593.

    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 414,493 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,432,002.

    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).