Belpointe Asset Management LLC: SHYG position timeline

Belpointe Asset Management LLC held 337,014 SHYG 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 337,014 shares

   Change vs previous 13F +30,338 shares

   0.47% of the 13F portfolio, value $14,292,789.

   13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 306,676 shares

   Change vs previous 13F -10,125 shares

   0.47% of the 13F portfolio, value $12,975,500.

   13F-HR 0001721242-26-000004 filed by Belpointe Asset Management LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 316,801 shares

   Change vs previous 13F -60,949 shares

   0.49% of the 13F portfolio, value $13,581,290.

   13F-HR 0001721242-26-000001 filed by Belpointe Asset Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 377,750 shares

   Change vs previous 13F +43,395 shares

   0.62% of the 13F portfolio, value $16,356,586.

   13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 334,355 shares

   Change vs previous 13F not available

   0.6% of the 13F portfolio, value $14,424,075.

   13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).