Skip to content
Disclosery

Belpointe Asset Management LLC: PPA position timeline

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

Belpointe Asset Management LLC held 38,631 PPA 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 38,631 shares
    Change vs previous 13F -1,782 shares

    0.22% of the 13F portfolio, value $6,824,307.

    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 40,413 shares
    Change vs previous 13F +6,769 shares

    0.24% of the 13F portfolio, value $6,696,607.

    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 33,644 shares
    Change vs previous 13F +1,803 shares

    0.19% of the 13F portfolio, value $5,269,775.

    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 31,841 shares
    Change vs previous 13F -2,076 shares

    0.19% of the 13F portfolio, value $4,949,798.

    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 33,917 shares
    Change vs previous 13F -10,842 shares

    0.2% of the 13F portfolio, value $4,805,918.

    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 44,759 shares
    Change vs previous 13F +10,365 shares

    0.27% of the 13F portfolio, value $5,216,846.

    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 34,394 shares
    Change vs previous 13F -401 shares

    0.24% of the 13F portfolio, value $3,903,794.

    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 34,795 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,000,504.

    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).