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Belpointe Asset Management LLC: PFFA position timeline

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

Belpointe Asset Management LLC held 52,401 PFFA 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 52,401 shares
    Change vs previous 13F +14,214 shares

    0.04% of the 13F portfolio, value $1,077,889.

    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 38,187 shares
    Change vs previous 13F -704 shares

    0.03% of the 13F portfolio, value $777,487.

    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 38,891 shares
    Change vs previous 13F -3,737 shares

    0.03% of the 13F portfolio, value $838,101.

    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 42,628 shares
    Change vs previous 13F -13,131 shares

    0.04% of the 13F portfolio, value $925,454.

    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 55,759 shares
    Change vs previous 13F -7,185 shares

    0.05% of the 13F portfolio, value $1,161,460.

    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 62,944 shares
    Change vs previous 13F +2,407 shares

    0.07% of the 13F portfolio, value $1,335,042.

    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 60,537 shares
    Change vs previous 13F -702 shares

    0.08% of the 13F portfolio, value $1,329,393.

    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 61,239 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,398,086.

    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).