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Belpointe Asset Management LLC: SCHF position timeline

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

Belpointe Asset Management LLC held 1,019,054 SCHF 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 1,019,054 shares
    Change vs previous 13F +19,416 shares

    0.92% of the 13F portfolio, value $28,227,834.

    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 999,638 shares
    Change vs previous 13F +134,374 shares

    0.9% of the 13F portfolio, value $24,741,078.

    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 865,264 shares
    Change vs previous 13F +28,460 shares

    0.75% of the 13F portfolio, value $20,800,982.

    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 836,804 shares
    Change vs previous 13F +31,858 shares

    0.74% of the 13F portfolio, value $19,480,837.

    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 804,946 shares
    Change vs previous 13F -9,950 shares

    0.74% of the 13F portfolio, value $17,789,345.

    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 814,896 shares
    Change vs previous 13F +803,296 shares

    0.84% of the 13F portfolio, value $16,118,656.

    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 11,600 shares
    Change vs previous 13F +531 shares

    0.03% of the 13F portfolio, value $472,942.

    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 11,069 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $455,168.

    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).