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Disclosery

Belpointe Asset Management LLC: SPY position timeline

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

Belpointe Asset Management LLC held 119,286 SPY 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 119,286 shares
    Change vs previous 13F -43,273 shares

    2.91% of the 13F portfolio, value $89,080,460.

    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 162,559 shares
    Change vs previous 13F -10,755 shares

    3.86% of the 13F portfolio, value $105,719,497.

    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 173,314 shares
    Change vs previous 13F +74,685 shares

    4.27% of the 13F portfolio, value $118,187,868.

    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 98,629 shares
    Change vs previous 13F +12,221 shares

    2.51% of the 13F portfolio, value $65,705,832.

    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 86,408 shares
    Change vs previous 13F -13,838 shares

    2.22% of the 13F portfolio, value $53,388,047.

    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 100,246 shares
    Change vs previous 13F +4,164 shares

    2.92% of the 13F portfolio, value $56,093,135.

    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 96,082 shares
    Change vs previous 13F -20,860 shares

    3.26% of the 13F portfolio, value $54,191,354.

    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 116,942 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $55,768,577.

    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).