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Disclosery

Belpointe Asset Management LLC: SPTM position timeline

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

Belpointe Asset Management LLC held 27,264 SPTM 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 27,264 shares
    Change vs previous 13F +22,649 shares

    0.08% of the 13F portfolio, value $2,475,355.

    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 4,615 shares
    Change vs previous 13F -14,205 shares

    0.01% of the 13F portfolio, value $364,862.

    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 18,820 shares
    Change vs previous 13F +2,066 shares

    0.06% of the 13F portfolio, value $1,552,663.

    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 16,754 shares
    Change vs previous 13F +7,080 shares

    0.05% of the 13F portfolio, value $1,351,244.

    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 9,674 shares
    Change vs previous 13F -2,395 shares

    0.03% of the 13F portfolio, value $724,536.

    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 12,069 shares
    Change vs previous 13F +2,913 shares

    0.04% of the 13F portfolio, value $820,872.

    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 9,156 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $630,863.

    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 9,381 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $657,243.

    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).