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Disclosery

Belpointe Asset Management LLC: SMH position timeline

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

Belpointe Asset Management LLC held 13,756 SMH 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 13,756 shares
    Change vs previous 13F +386 shares

    0.29% of the 13F portfolio, value $9,022,512.

    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 13,370 shares
    Change vs previous 13F -6,443 shares

    0.19% of the 13F portfolio, value $5,126,158.

    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 19,813 shares
    Change vs previous 13F +5,961 shares

    0.26% of the 13F portfolio, value $7,135,350.

    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 13,852 shares
    Change vs previous 13F +3,826 shares

    0.17% of the 13F portfolio, value $4,520,918.

    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 10,026 shares
    Change vs previous 13F +858 shares

    0.12% of the 13F portfolio, value $2,796,204.

    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 9,168 shares
    Change vs previous 13F +1,444 shares

    0.1% of the 13F portfolio, value $1,938,954.

    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 7,724 shares
    Change vs previous 13F +176 shares

    0.11% of the 13F portfolio, value $1,880,728.

    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 7,548 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,852,902.

    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).