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Disclosery

Belpointe Asset Management LLC: OEF position timeline

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

Belpointe Asset Management LLC held 4,755 OEF 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 4,755 shares
    Change vs previous 13F +490 shares

    0.06% of the 13F portfolio, value $1,739,996.

    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 4,265 shares
    Change vs previous 13F +1,110 shares

    0.05% of the 13F portfolio, value $1,356,738.

    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 3,155 shares
    Change vs previous 13F +611 shares

    0.04% of the 13F portfolio, value $1,082,238.

    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 2,544 shares
    Change vs previous 13F -293 shares

    0.03% of the 13F portfolio, value $846,903.

    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 2,837 shares
    Change vs previous 13F +697 shares

    0.04% of the 13F portfolio, value $863,581.

    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 2,140 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $579,697.

    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).