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Disclosery

Belpointe Asset Management LLC: RWJ position timeline

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

Belpointe Asset Management LLC held 54,935 RWJ 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 54,935 shares
    Change vs previous 13F +1,624 shares

    0.11% of the 13F portfolio, value $3,268,665.

    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 53,311 shares
    Change vs previous 13F +4,431 shares

    0.1% of the 13F portfolio, value $2,691,141.

    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 48,880 shares
    Change vs previous 13F +9,872 shares

    0.09% of the 13F portfolio, value $2,381,476.

    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 39,008 shares
    Change vs previous 13F +11,113 shares

    0.07% of the 13F portfolio, value $1,884,087.

    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 27,895 shares
    Change vs previous 13F +6,951 shares

    0.05% of the 13F portfolio, value $1,207,576.

    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 20,944 shares
    Change vs previous 13F +3,635 shares

    0.04% of the 13F portfolio, value $852,450.

    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 17,309 shares
    Change vs previous 13F -1,351 shares

    0.05% of the 13F portfolio, value $772,695.

    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 18,660 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $852,957.

    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).