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Disclosery

Belpointe Asset Management LLC: SCHP position timeline

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

Belpointe Asset Management LLC held 110,434 SCHP 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 110,434 shares
    Change vs previous 13F -13,788 shares

    0.1% of the 13F portfolio, value $2,926,516.

    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 124,222 shares
    Change vs previous 13F +64,108 shares

    0.12% of the 13F portfolio, value $3,305,560.

    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 60,114 shares
    Change vs previous 13F +3,174 shares

    0.06% of the 13F portfolio, value $1,592,427.

    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 56,940 shares
    Change vs previous 13F +13,346 shares

    0.06% of the 13F portfolio, value $1,534,557.

    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 43,594 shares
    Change vs previous 13F -1,239 shares

    0.05% of the 13F portfolio, value $1,163,091.

    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 44,833 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,205,574.

    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).