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Disclosery

Belpointe Asset Management LLC: SCHB position timeline

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

Belpointe Asset Management LLC held 99,503 SCHB 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 99,503 shares
    Change vs previous 13F -33,093 shares

    0.09% of the 13F portfolio, value $2,881,671.

    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 132,596 shares
    Change vs previous 13F -22,323 shares

    0.12% of the 13F portfolio, value $3,328,186.

    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 154,919 shares
    Change vs previous 13F +16,055 shares

    0.15% of the 13F portfolio, value $4,063,572.

    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 138,864 shares
    Change vs previous 13F +70,203 shares

    0.14% of the 13F portfolio, value $3,570,238.

    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 68,661 shares
    Change vs previous 13F +8,718 shares

    0.07% of the 13F portfolio, value $1,636,221.

    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 59,943 shares
    Change vs previous 13F +31,485 shares

    0.07% of the 13F portfolio, value $1,290,851.

    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 28,458 shares
    Change vs previous 13F +11,340 shares

    0.07% of the 13F portfolio, value $1,158,851.

    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 17,118 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,138,692.

    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).