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Belpointe Asset Management LLC: MUB position timeline

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

Belpointe Asset Management LLC held 91,766 MUB 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 91,766 shares
    Change vs previous 13F +17,250 shares

    0.32% of the 13F portfolio, value $9,875,958.

    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 74,516 shares
    Change vs previous 13F +36,037 shares

    0.29% of the 13F portfolio, value $7,909,937.

    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 38,479 shares
    Change vs previous 13F -644 shares

    0.15% of the 13F portfolio, value $4,121,586.

    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 39,123 shares
    Change vs previous 13F +2,343 shares

    0.16% of the 13F portfolio, value $4,166,278.

    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 36,780 shares
    Change vs previous 13F +9,033 shares

    0.16% of the 13F portfolio, value $3,842,846.

    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 27,747 shares
    Change vs previous 13F +22,931 shares

    0.15% of the 13F portfolio, value $2,925,720.

    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 4,816 shares
    Change vs previous 13F -211 shares

    0.03% of the 13F portfolio, value $518,607.

    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 5,027 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $546,184.

    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).