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Disclosery

Belpointe Asset Management LLC: VGT position timeline

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

Belpointe Asset Management LLC held 66,667 VGT 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 66,667 shares
    Change vs previous 13F +57,558 shares

    0.26% of the 13F portfolio, value $7,968,146.

    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 9,109 shares
    Change vs previous 13F -1,789 shares

    0.23% of the 13F portfolio, value $6,356,712.

    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 10,898 shares
    Change vs previous 13F -72 shares

    0.3% of the 13F portfolio, value $8,214,870.

    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 10,970 shares
    Change vs previous 13F -366 shares

    0.31% of the 13F portfolio, value $8,191,008.

    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 11,336 shares
    Change vs previous 13F -5,056 shares

    0.31% of the 13F portfolio, value $7,519,465.

    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 16,392 shares
    Change vs previous 13F +1,702 shares

    0.46% of the 13F portfolio, value $8,890,774.

    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 14,690 shares
    Change vs previous 13F -369 shares

    0.51% of the 13F portfolio, value $8,431,682.

    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 15,059 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,832,470.

    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).