Skip to content
Disclosery

Belpointe Asset Management LLC: USFR position timeline

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

Belpointe Asset Management LLC held 165,361 USFR 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 165,361 shares
    Change vs previous 13F +19,947 shares

    0.27% of the 13F portfolio, value $8,325,943.

    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 145,414 shares
    Change vs previous 13F +29,954 shares

    0.27% of the 13F portfolio, value $7,320,198.

    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 115,460 shares
    Change vs previous 13F +8,985 shares

    0.21% of the 13F portfolio, value $5,809,975.

    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 106,475 shares
    Change vs previous 13F -4,364 shares

    0.2% of the 13F portfolio, value $5,352,567.

    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 110,839 shares
    Change vs previous 13F -5,055 shares

    0.23% of the 13F portfolio, value $5,576,356.

    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 115,894 shares
    Change vs previous 13F +91,614 shares

    0.3% of the 13F portfolio, value $5,832,974.

    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 24,280 shares
    Change vs previous 13F -105,545 shares

    0.07% of the 13F portfolio, value $1,220,610.

    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 129,825 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,519,885.

    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).