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Disclosery

Belpointe Asset Management LLC: SPDW position timeline

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

Belpointe Asset Management LLC held 370,024 SPDW 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 370,024 shares
    Change vs previous 13F +4,068 shares

    0.61% of the 13F portfolio, value $18,645,599.

    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 365,956 shares
    Change vs previous 13F +1,198 shares

    0.61% of the 13F portfolio, value $16,705,909.

    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 364,758 shares
    Change vs previous 13F +114,097 shares

    0.59% of the 13F portfolio, value $16,198,921.

    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 250,661 shares
    Change vs previous 13F +3,401 shares

    0.41% of the 13F portfolio, value $10,725,822.

    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 247,260 shares
    Change vs previous 13F +19,114 shares

    0.42% of the 13F portfolio, value $10,011,595.

    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 228,146 shares
    Change vs previous 13F +106,722 shares

    0.43% of the 13F portfolio, value $8,306,803.

    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 121,424 shares
    Change vs previous 13F -254 shares

    0.27% of the 13F portfolio, value $4,512,131.

    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 121,678 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,570,241.

    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).