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Disclosery

Belpointe Asset Management LLC: SNAV position timeline

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

Belpointe Asset Management LLC held 251,925 SNAV 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 251,925 shares
    Change vs previous 13F +28,843 shares

    0.32% of the 13F portfolio, value $9,715,968.

    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 223,082 shares
    Change vs previous 13F +6,715 shares

    0.28% of the 13F portfolio, value $7,759,353.

    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 216,367 shares
    Change vs previous 13F +14,024 shares

    0.27% of the 13F portfolio, value $7,560,299.

    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 202,343 shares
    Change vs previous 13F +8,052 shares

    0.27% of the 13F portfolio, value $7,000,807.

    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 194,291 shares
    Change vs previous 13F -11,065 shares

    0.26% of the 13F portfolio, value $6,273,385.

    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 205,356 shares
    Change vs previous 13F -81,034 shares

    0.32% of the 13F portfolio, value $6,121,866.

    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 286,390 shares
    Change vs previous 13F -206 shares

    0.52% of the 13F portfolio, value $8,713,794.

    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 286,596 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,886,453.

    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).