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Disclosery

Belpointe Asset Management LLC: PTL position timeline

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

Belpointe Asset Management LLC held 41,088 PTL 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 41,088 shares
    Change vs previous 13F +49 shares

    0.38% of the 13F portfolio, value $11,754,885.

    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 41,039 shares
    Change vs previous 13F +3,853 shares

    0.38% of the 13F portfolio, value $10,282,754.

    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 37,186 shares
    Change vs previous 13F +1,107 shares

    0.33% of the 13F portfolio, value $9,229,418.

    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 36,079 shares
    Change vs previous 13F +576 shares

    0.34% of the 13F portfolio, value $8,992,889.

    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 35,503 shares
    Change vs previous 13F +4,372 shares

    0.34% of the 13F portfolio, value $8,141,020.

    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 31,131 shares
    Change vs previous 13F +11,377 shares

    0.33% of the 13F portfolio, value $6,397,668.

    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 19,754 shares
    Change vs previous 13F -2,153 shares

    0.25% of the 13F portfolio, value $4,143,076.

    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 21,907 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,677,620.

    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).