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Disclosery

Belpointe Asset Management LLC: VGSH position timeline

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

Belpointe Asset Management LLC held 72,711 VGSH 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 72,711 shares
    Change vs previous 13F -4,860 shares

    0.14% of the 13F portfolio, value $4,231,813.

    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 77,571 shares
    Change vs previous 13F +5,282 shares

    0.17% of the 13F portfolio, value $4,541,063.

    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 72,289 shares
    Change vs previous 13F -34,415 shares

    0.15% of the 13F portfolio, value $4,245,560.

    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 106,704 shares
    Change vs previous 13F -18,253 shares

    0.24% of the 13F portfolio, value $6,279,544.

    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 124,957 shares
    Change vs previous 13F +12,283 shares

    0.31% of the 13F portfolio, value $7,345,024.

    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 112,674 shares
    Change vs previous 13F +59,940 shares

    0.34% of the 13F portfolio, value $6,612,849.

    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 52,734 shares
    Change vs previous 13F +3,815 shares

    0.19% of the 13F portfolio, value $3,099,219.

    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 48,919 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,887,256.

    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).