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Belpointe Asset Management LLC: O position timeline

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

Belpointe Asset Management LLC held 20,055 O 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 20,055 shares
    Change vs previous 13F -532 shares

    0.04% of the 13F portfolio, value $1,242,621.

    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 20,587 shares
    Change vs previous 13F -5,007 shares

    0.05% of the 13F portfolio, value $1,259,543.

    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 25,594 shares
    Change vs previous 13F -6,389 shares

    0.05% of the 13F portfolio, value $1,442,741.

    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 31,983 shares
    Change vs previous 13F -6,772 shares

    0.07% of the 13F portfolio, value $1,944,272.

    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 38,755 shares
    Change vs previous 13F +1,909 shares

    0.09% of the 13F portfolio, value $2,232,705.

    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 36,846 shares
    Change vs previous 13F +16,194 shares

    0.11% of the 13F portfolio, value $2,137,479.

    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 20,652 shares
    Change vs previous 13F -6,514 shares

    0.08% of the 13F portfolio, value $1,282,718.

    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 27,166 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,722,878.

    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).