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Belpointe Asset Management LLC: TRV position timeline

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

Belpointe Asset Management LLC held 4,180 TRV 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 4,180 shares
    Change vs previous 13F -157 shares

    0.05% of the 13F portfolio, value $1,380,024.

    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 4,337 shares
    Change vs previous 13F -212 shares

    0.05% of the 13F portfolio, value $1,265,038.

    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 4,549 shares
    Change vs previous 13F -1,999 shares

    0.05% of the 13F portfolio, value $1,319,747.

    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 6,548 shares
    Change vs previous 13F +1,118 shares

    0.07% of the 13F portfolio, value $1,828,447.

    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 5,430 shares
    Change vs previous 13F -1,402 shares

    0.06% of the 13F portfolio, value $1,452,971.

    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 6,832 shares
    Change vs previous 13F -426 shares

    0.09% of the 13F portfolio, value $1,806,965.

    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 7,258 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $1,655,431.

    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 7,283 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,705,227.

    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).