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Disclosery

Belpointe Asset Management LLC: VIG position timeline

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

Belpointe Asset Management LLC held 14,359 VIG 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 14,359 shares
    Change vs previous 13F -560 shares

    0.11% of the 13F portfolio, value $3,397,695.

    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 14,919 shares
    Change vs previous 13F +1,219 shares

    0.12% of the 13F portfolio, value $3,208,683.

    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 13,700 shares
    Change vs previous 13F +1,764 shares

    0.11% of the 13F portfolio, value $3,011,225.

    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 11,936 shares
    Change vs previous 13F -585 shares

    0.1% of the 13F portfolio, value $2,575,857.

    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 12,521 shares
    Change vs previous 13F +1,269 shares

    0.11% of the 13F portfolio, value $2,562,898.

    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 11,252 shares
    Change vs previous 13F -1,754 shares

    0.11% of the 13F portfolio, value $2,182,777.

    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 13,006 shares
    Change vs previous 13F +55 shares

    0.15% of the 13F portfolio, value $2,550,626.

    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 12,951 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,565,358.

    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).