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Disclosery

Belpointe Asset Management LLC: VOO position timeline

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

Belpointe Asset Management LLC held 63,511 VOO 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 63,511 shares
    Change vs previous 13F +7,963 shares

    1.43% of the 13F portfolio, value $43,621,018.

    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 55,548 shares
    Change vs previous 13F +2,814 shares

    1.21% of the 13F portfolio, value $33,193,098.

    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 52,734 shares
    Change vs previous 13F -290 shares

    1.19% of the 13F portfolio, value $33,072,958.

    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 53,024 shares
    Change vs previous 13F -1,535 shares

    1.24% of the 13F portfolio, value $32,471,820.

    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 54,559 shares
    Change vs previous 13F +5,621 shares

    1.29% of the 13F portfolio, value $30,991,778.

    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 48,938 shares
    Change vs previous 13F +6,357 shares

    1.31% of the 13F portfolio, value $25,150,473.

    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 42,581 shares
    Change vs previous 13F -232 shares

    1.33% of the 13F portfolio, value $22,067,281.

    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 42,813 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $22,591,794.

    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).