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Disclosery

Belpointe Asset Management LLC: MSFT position timeline

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

Belpointe Asset Management LLC held 103,563 MSFT 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 103,563 shares
    Change vs previous 13F +5,995 shares

    1.26% of the 13F portfolio, value $38,631,894.

    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 97,568 shares
    Change vs previous 13F +12,198 shares

    1.32% of the 13F portfolio, value $36,117,722.

    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 85,370 shares
    Change vs previous 13F +1,359 shares

    1.49% of the 13F portfolio, value $41,287,776.

    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 84,011 shares
    Change vs previous 13F -2,788 shares

    1.66% of the 13F portfolio, value $43,514,549.

    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 86,799 shares
    Change vs previous 13F +8,686 shares

    1.8% of the 13F portfolio, value $43,175,689.

    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 78,113 shares
    Change vs previous 13F -1,498 shares

    1.53% of the 13F portfolio, value $29,323,166.

    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 79,611 shares
    Change vs previous 13F -614 shares

    2% of the 13F portfolio, value $33,212,777.

    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 80,225 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $34,521,814.

    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).