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Disclosery

Belpointe Asset Management LLC: SPYM position timeline

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

Belpointe Asset Management LLC held 273,983 SPYM 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 273,983 shares
    Change vs previous 13F +42,391 shares

    0.79% of the 13F portfolio, value $24,077,757.

    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 231,592 shares
    Change vs previous 13F +1,964 shares

    0.65% of the 13F portfolio, value $17,726,127.

    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 229,628 shares
    Change vs previous 13F +38,131 shares

    0.67% of the 13F portfolio, value $18,420,798.

    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 191,497 shares
    Change vs previous 13F +32,503 shares

    0.57% of the 13F portfolio, value $15,001,900.

    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 158,994 shares
    Change vs previous 13F +39,346 shares

    0.48% of the 13F portfolio, value $11,557,344.

    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 119,648 shares
    Change vs previous 13F -163,130 shares

    0.41% of the 13F portfolio, value $7,868,113.

    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 282,778 shares
    Change vs previous 13F +176,124 shares

    1.13% of the 13F portfolio, value $18,742,547.

    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 106,654 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,200,265.

    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).