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Disclosery

Belpointe Asset Management LLC: SGOV position timeline

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

Belpointe Asset Management LLC held 69,517 SGOV 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 69,517 shares
    Change vs previous 13F +27,303 shares

    0.23% of the 13F portfolio, value $6,998,366.

    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 42,214 shares
    Change vs previous 13F -2,588 shares

    0.16% of the 13F portfolio, value $4,249,310.

    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 44,802 shares
    Change vs previous 13F -346,022 shares

    0.16% of the 13F portfolio, value $4,497,232.

    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 390,824 shares
    Change vs previous 13F -4,349 shares

    1.5% of the 13F portfolio, value $39,355,978.

    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 395,173 shares
    Change vs previous 13F -386,610 shares

    1.66% of the 13F portfolio, value $39,790,053.

    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 781,783 shares
    Change vs previous 13F +775,779 shares

    4.09% of the 13F portfolio, value $78,702,121.

    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 6,004 shares
    Change vs previous 13F -105 shares

    0.04% of the 13F portfolio, value $604,864.

    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 6,109 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $615,365.

    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).