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Disclosery

Belpointe Asset Management LLC: SPYV position timeline

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

Belpointe Asset Management LLC held 96,454 SPYV 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 96,454 shares
    Change vs previous 13F +8,863 shares

    0.19% of the 13F portfolio, value $5,863,459.

    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 87,591 shares
    Change vs previous 13F -10,798 shares

    0.18% of the 13F portfolio, value $4,955,904.

    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 98,389 shares
    Change vs previous 13F +57 shares

    0.2% of the 13F portfolio, value $5,589,484.

    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 98,332 shares
    Change vs previous 13F +3,014 shares

    0.21% of the 13F portfolio, value $5,440,714.

    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 95,318 shares
    Change vs previous 13F +40,219 shares

    0.21% of the 13F portfolio, value $4,988,947.

    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 55,099 shares
    Change vs previous 13F +42,155 shares

    0.15% of the 13F portfolio, value $2,813,909.

    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 12,944 shares
    Change vs previous 13F +2,176 shares

    0.04% of the 13F portfolio, value $680,510.

    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 10,768 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $569,241.

    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).