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Belpointe Asset Management LLC: QYLD position timeline

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

Belpointe Asset Management LLC held 197,360 QYLD 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 197,360 shares
    Change vs previous 13F +23,877 shares

    0.12% of the 13F portfolio, value $3,637,367.

    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 173,483 shares
    Change vs previous 13F +10,696 shares

    0.11% of the 13F portfolio, value $2,975,250.

    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 162,787 shares
    Change vs previous 13F +30,500 shares

    0.1% of the 13F portfolio, value $2,876,461.

    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 132,287 shares
    Change vs previous 13F -4,069 shares

    0.09% of the 13F portfolio, value $2,250,218.

    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 136,356 shares
    Change vs previous 13F -210,654 shares

    0.09% of the 13F portfolio, value $2,279,880.

    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 347,010 shares
    Change vs previous 13F +42,407 shares

    0.3% of the 13F portfolio, value $5,770,776.

    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 304,603 shares
    Change vs previous 13F +3,627 shares

    0.33% of the 13F portfolio, value $5,449,361.

    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 300,976 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,429,617.

    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).