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Belpointe Asset Management LLC: RDFI position timeline

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

Belpointe Asset Management LLC held 730,740 RDFI 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 730,740 shares
    Change vs previous 13F +7,391 shares

    0.57% of the 13F portfolio, value $17,407,153.

    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 723,349 shares
    Change vs previous 13F +96,394 shares

    0.61% of the 13F portfolio, value $16,675,303.

    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 626,955 shares
    Change vs previous 13F +163,014 shares

    0.54% of the 13F portfolio, value $14,990,532.

    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 463,941 shares
    Change vs previous 13F -52,355 shares

    0.43% of the 13F portfolio, value $11,266,777.

    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 516,296 shares
    Change vs previous 13F -3,166 shares

    0.51% of the 13F portfolio, value $12,301,922.

    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 519,462 shares
    Change vs previous 13F -54,545 shares

    0.64% of the 13F portfolio, value $12,293,080.

    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 574,007 shares
    Change vs previous 13F +3,655 shares

    0.85% of the 13F portfolio, value $14,047,288.

    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 570,352 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $14,395,705.

    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).