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Belpointe Asset Management LLC: SPDN position timeline

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

Belpointe Asset Management LLC held 20,110 SPDN 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 20,110 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $174,360.

    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 20,110 shares
    Change vs previous 13F -435 shares

    0.01% of the 13F portfolio, value $200,102.

    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 20,545 shares
    Change vs previous 13F -271,671 shares

    0.01% of the 13F portfolio, value $193,739.

    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 292,216 shares
    Change vs previous 13F -1,966 shares

    0.11% of the 13F portfolio, value $2,808,199.

    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 294,182 shares
    Change vs previous 13F +37,636 shares

    0.13% of the 13F portfolio, value $3,030,080.

    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 256,546 shares
    Change vs previous 13F +80,712 shares

    0.15% of the 13F portfolio, value $2,973,368.

    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 175,834 shares
    Change vs previous 13F -2,189 shares

    0.12% of the 13F portfolio, value $2,025,608.

    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 178,023 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,993,858.

    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).