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Disclosery

Belpointe Asset Management LLC: UTF position timeline

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

Belpointe Asset Management LLC held 14,433 UTF 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 14,433 shares
    Change vs previous 13F -842 shares

    0.01% of the 13F portfolio, value $398,213.

    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 15,275 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $395,317.

    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 15,165 shares
    Change vs previous 13F +2,822 shares

    0.01% of the 13F portfolio, value $365,628.

    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 12,343 shares
    Change vs previous 13F -545 shares

    0.01% of the 13F portfolio, value $306,106.

    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 12,888 shares
    Change vs previous 13F -15,286 shares

    0.01% of the 13F portfolio, value $347,332.

    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 28,174 shares
    Change vs previous 13F +18,873 shares

    0.04% of the 13F portfolio, value $719,845.

    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 9,301 shares
    Change vs previous 13F -1,279 shares

    0.01% of the 13F portfolio, value $231,781.

    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 10,580 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $275,397.

    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).