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Disclosery

Belpointe Asset Management LLC: OZ position timeline

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

Belpointe Asset Management LLC held 217,600 OZ 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 217,600 shares
    Change vs previous 13F -8,858 shares

    0.32% of the 13F portfolio, value $9,855,104.

    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 226,458 shares
    Change vs previous 13F +7,241 shares

    0.44% of the 13F portfolio, value $12,047,566.

    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 219,217 shares
    Change vs previous 13F -87,150 shares

    0.51% of the 13F portfolio, value $14,255,681.

    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 306,367 shares
    Change vs previous 13F -864 shares

    0.75% of the 13F portfolio, value $19,607,488.

    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 307,231 shares
    Change vs previous 13F +737 shares

    0.82% of the 13F portfolio, value $19,665,856.

    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 306,494 shares
    Change vs previous 13F +8,109 shares

    1.03% of the 13F portfolio, value $19,768,864.

    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 298,385 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $19,248,816.

    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 298,385 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $20,594,533.

    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).