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Disclosery

Belpointe Asset Management LLC: SHY position timeline

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

Belpointe Asset Management LLC held 18,276 SHY 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 18,276 shares
    Change vs previous 13F -2,604 shares

    0.05% of the 13F portfolio, value $1,500,724.

    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 20,880 shares
    Change vs previous 13F +4,696 shares

    0.06% of the 13F portfolio, value $1,724,099.

    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 16,184 shares
    Change vs previous 13F -1,231 shares

    0.05% of the 13F portfolio, value $1,340,421.

    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 17,415 shares
    Change vs previous 13F +131 shares

    0.06% of the 13F portfolio, value $1,444,778.

    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 17,284 shares
    Change vs previous 13F +2,534 shares

    0.06% of the 13F portfolio, value $1,432,221.

    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 14,750 shares
    Change vs previous 13F -535 shares

    0.06% of the 13F portfolio, value $1,220,268.

    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 15,285 shares
    Change vs previous 13F -586 shares

    0.08% of the 13F portfolio, value $1,265,558.

    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 15,871 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,319,714.

    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).