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Disclosery

Belpointe Asset Management LLC: MUNI position timeline

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

Belpointe Asset Management LLC held 103,366 MUNI 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 103,366 shares
    Change vs previous 13F +28,103 shares

    0.18% of the 13F portfolio, value $5,437,075.

    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 75,263 shares
    Change vs previous 13F +4,988 shares

    0.14% of the 13F portfolio, value $3,927,976.

    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 70,275 shares
    Change vs previous 13F -4,529 shares

    0.13% of the 13F portfolio, value $3,683,113.

    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 74,804 shares
    Change vs previous 13F +15,912 shares

    0.15% of the 13F portfolio, value $3,910,756.

    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 58,892 shares
    Change vs previous 13F +43,535 shares

    0.13% of the 13F portfolio, value $3,024,693.

    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 15,357 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $791,701.

    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).