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Disclosery

Belpointe Asset Management LLC: PVAL position timeline

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

Belpointe Asset Management LLC held 81,910 PVAL 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 81,910 shares
    Change vs previous 13F -1,365 shares

    0.14% of the 13F portfolio, value $4,173,315.

    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 83,275 shares
    Change vs previous 13F +22,439 shares

    0.14% of the 13F portfolio, value $3,863,960.

    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 60,836 shares
    Change vs previous 13F +25,577 shares

    0.1% of the 13F portfolio, value $2,772,296.

    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 35,259 shares
    Change vs previous 13F +10,967 shares

    0.06% of the 13F portfolio, value $1,506,264.

    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 24,292 shares
    Change vs previous 13F -3,138 shares

    0.04% of the 13F portfolio, value $977,267.

    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 27,430 shares
    Change vs previous 13F +2,131 shares

    0.05% of the 13F portfolio, value $1,044,534.

    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 25,299 shares
    Change vs previous 13F -76 shares

    0.06% of the 13F portfolio, value $955,796.

    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 25,375 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $962,727.

    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).