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Disclosery

Belpointe Asset Management LLC: PEP position timeline

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

Belpointe Asset Management LLC held 19,574 PEP 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 19,574 shares
    Change vs previous 13F +2,320 shares

    0.09% of the 13F portfolio, value $2,650,439.

    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 17,254 shares
    Change vs previous 13F -1,341 shares

    0.1% of the 13F portfolio, value $2,679,515.

    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 18,595 shares
    Change vs previous 13F -1,314 shares

    0.1% of the 13F portfolio, value $2,668,811.

    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 19,909 shares
    Change vs previous 13F +2,228 shares

    0.11% of the 13F portfolio, value $2,796,023.

    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 17,681 shares
    Change vs previous 13F +2,032 shares

    0.1% of the 13F portfolio, value $2,334,641.

    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 15,649 shares
    Change vs previous 13F -11,976 shares

    0.12% of the 13F portfolio, value $2,346,520.

    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 27,625 shares
    Change vs previous 13F +636 shares

    0.29% of the 13F portfolio, value $4,775,980.

    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 26,989 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,589,608.

    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).