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Disclosery

Belpointe Asset Management LLC: PDO position timeline

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

Belpointe Asset Management LLC held 163,917 PDO 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 163,917 shares
    Change vs previous 13F +56,545 shares

    0.07% of the 13F portfolio, value $2,166,983.

    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 107,372 shares
    Change vs previous 13F -10,370 shares

    0.05% of the 13F portfolio, value $1,388,320.

    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 117,742 shares
    Change vs previous 13F -9,323 shares

    0.06% of the 13F portfolio, value $1,629,549.

    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 127,065 shares
    Change vs previous 13F +20,676 shares

    0.07% of the 13F portfolio, value $1,794,158.

    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 106,389 shares
    Change vs previous 13F -14,045 shares

    0.06% of the 13F portfolio, value $1,434,124.

    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 120,434 shares
    Change vs previous 13F -3,605 shares

    0.09% of the 13F portfolio, value $1,671,624.

    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 124,039 shares
    Change vs previous 13F -810 shares

    0.1% of the 13F portfolio, value $1,705,536.

    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 124,849 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,762,868.

    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).