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Disclosery

Belpointe Asset Management LLC: ROE position timeline

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

Belpointe Asset Management LLC held 83,177 ROE 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 83,177 shares
    Change vs previous 13F -39,250 shares

    0.12% of the 13F portfolio, value $3,545,860.

    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 122,427 shares
    Change vs previous 13F +26,314 shares

    0.16% of the 13F portfolio, value $4,337,601.

    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 96,113 shares
    Change vs previous 13F -170,400 shares

    0.12% of the 13F portfolio, value $3,389,932.

    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 266,513 shares
    Change vs previous 13F -3,333 shares

    0.35% of the 13F portfolio, value $9,214,391.

    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 269,846 shares
    Change vs previous 13F -3,006 shares

    0.36% of the 13F portfolio, value $8,691,770.

    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 272,852 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $7,986,390.

    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).