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Disclosery

Belpointe Asset Management LLC: LMBS position timeline

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

Belpointe Asset Management LLC held 28,100 LMBS 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 28,100 shares
    Change vs previous 13F -5,583 shares

    0.05% of the 13F portfolio, value $1,398,820.

    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 33,683 shares
    Change vs previous 13F +1,095 shares

    0.06% of the 13F portfolio, value $1,677,766.

    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 32,588 shares
    Change vs previous 13F -908 shares

    0.06% of the 13F portfolio, value $1,629,109.

    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 33,496 shares
    Change vs previous 13F -19,834 shares

    0.06% of the 13F portfolio, value $1,667,800.

    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 53,330 shares
    Change vs previous 13F +3,580 shares

    0.11% of the 13F portfolio, value $2,627,039.

    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 49,750 shares
    Change vs previous 13F +34,981 shares

    0.13% of the 13F portfolio, value $2,445,712.

    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 14,769 shares
    Change vs previous 13F +2,825 shares

    0.04% of the 13F portfolio, value $724,272.

    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 11,944 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $590,153.

    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).