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Disclosery

Belpointe Asset Management LLC: PM position timeline

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

Belpointe Asset Management LLC held 15,546 PM 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 15,546 shares
    Change vs previous 13F +424 shares

    0.09% of the 13F portfolio, value $2,812,628.

    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 15,122 shares
    Change vs previous 13F -1,776 shares

    0.09% of the 13F portfolio, value $2,500,437.

    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 16,898 shares
    Change vs previous 13F -616 shares

    0.1% of the 13F portfolio, value $2,710,542.

    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 17,514 shares
    Change vs previous 13F -3,502 shares

    0.11% of the 13F portfolio, value $2,840,812.

    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 21,016 shares
    Change vs previous 13F -378 shares

    0.16% of the 13F portfolio, value $3,827,737.

    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 21,394 shares
    Change vs previous 13F +5,504 shares

    0.18% of the 13F portfolio, value $3,396,014.

    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 15,890 shares
    Change vs previous 13F -280 shares

    0.12% of the 13F portfolio, value $1,959,109.

    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 16,170 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,963,069.

    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).