Belpointe Asset Management LLC: SYY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Belpointe Asset Management LLC on SYY, newest first. How the timeline and the estimate are built.
Belpointe Asset Management LLC held 24,345 SYY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 24,345 sharesChange vs previous 13F +744 shares
0.07% of the 13F portfolio, value $2,034,796.
13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,601 sharesChange vs previous 13F +462 shares
0.06% of the 13F portfolio, value $1,683,508.
13F-HR 0001721242-26-000004 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,139 sharesChange vs previous 13F +638 shares
0.06% of the 13F portfolio, value $1,705,222.
13F-HR 0001721242-26-000001 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,501 sharesChange vs previous 13F -387 shares
0.07% of the 13F portfolio, value $1,852,830.
13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,888 sharesChange vs previous 13F +10,099 shares
0.07% of the 13F portfolio, value $1,733,580.
13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,789 sharesChange vs previous 13F +1,056 shares
0.05% of the 13F portfolio, value $959,705.
13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,733 sharesChange vs previous 13F +7,330 shares
0.06% of the 13F portfolio, value $914,841.
13F-HR 0001721242-25-000002 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,403 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $343,698.
13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).