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Disclosery

Belpointe Asset Management LLC: SDVY position timeline

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

Belpointe Asset Management LLC held 32,585 SDVY 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 32,585 shares
    Change vs previous 13F -710 shares

    0.05% of the 13F portfolio, value $1,405,728.

    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 33,295 shares
    Change vs previous 13F +1,180 shares

    0.05% of the 13F portfolio, value $1,312,861.

    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 32,115 shares
    Change vs previous 13F +369 shares

    0.04% of the 13F portfolio, value $1,230,674.

    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 31,746 shares
    Change vs previous 13F +2,867 shares

    0.05% of the 13F portfolio, value $1,206,972.

    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 28,879 shares
    Change vs previous 13F +1,835 shares

    0.04% of the 13F portfolio, value $1,018,886.

    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 27,044 shares
    Change vs previous 13F -2,068 shares

    0.05% of the 13F portfolio, value $906,006.

    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 29,112 shares
    Change vs previous 13F +811 shares

    0.06% of the 13F portfolio, value $1,048,032.

    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 28,301 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,029,616.

    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).