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Disclosery

Belpointe Asset Management LLC: SDY position timeline

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

Belpointe Asset Management LLC held 16,168 SDY 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 16,168 shares
    Change vs previous 13F -1,100 shares

    0.08% of the 13F portfolio, value $2,460,704.

    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 17,268 shares
    Change vs previous 13F -379 shares

    0.09% of the 13F portfolio, value $2,520,322.

    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 17,647 shares
    Change vs previous 13F +2,458 shares

    0.09% of the 13F portfolio, value $2,455,942.

    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 15,189 shares
    Change vs previous 13F -771 shares

    0.08% of the 13F portfolio, value $2,127,403.

    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 15,960 shares
    Change vs previous 13F +1,678 shares

    0.09% of the 13F portfolio, value $2,166,369.

    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 14,282 shares
    Change vs previous 13F -1,027 shares

    0.1% of the 13F portfolio, value $1,937,776.

    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 15,309 shares
    Change vs previous 13F +96 shares

    0.13% of the 13F portfolio, value $2,141,554.

    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 15,213 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,160,922.

    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).