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Disclosery

Belpointe Asset Management LLC: SYLD position timeline

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

Belpointe Asset Management LLC held 24,276 SYLD 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 24,276 shares
    Change vs previous 13F +1,949 shares

    0.06% of the 13F portfolio, value $1,919,926.

    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 22,327 shares
    Change vs previous 13F +1,607 shares

    0.06% of the 13F portfolio, value $1,683,724.

    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 20,720 shares
    Change vs previous 13F -5,578 shares

    0.05% of the 13F portfolio, value $1,440,469.

    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 26,298 shares
    Change vs previous 13F +8,729 shares

    0.07% of the 13F portfolio, value $1,805,677.

    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 17,569 shares
    Change vs previous 13F +5,001 shares

    0.05% of the 13F portfolio, value $1,142,539.

    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 12,568 shares
    Change vs previous 13F -889 shares

    0.04% of the 13F portfolio, value $801,839.

    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 13,457 shares
    Change vs previous 13F -1,067 shares

    0.06% of the 13F portfolio, value $965,996.

    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 14,524 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,051,105.

    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).