Skip to content
Disclosery

Belpointe Asset Management LLC: VTV position timeline

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

Belpointe Asset Management LLC held 18,284 VTV 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 18,284 shares
    Change vs previous 13F -3,071 shares

    0.13% of the 13F portfolio, value $3,984,951.

    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 21,355 shares
    Change vs previous 13F +1,355 shares

    0.15% of the 13F portfolio, value $4,190,240.

    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 20,000 shares
    Change vs previous 13F -2,836 shares

    0.14% of the 13F portfolio, value $3,820,020.

    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 22,836 shares
    Change vs previous 13F -5,495 shares

    0.16% of the 13F portfolio, value $4,258,950.

    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 28,331 shares
    Change vs previous 13F +1,161 shares

    0.21% of the 13F portfolio, value $5,007,268.

    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 27,170 shares
    Change vs previous 13F +13,470 shares

    0.24% of the 13F portfolio, value $4,692,082.

    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 13,700 shares
    Change vs previous 13F -1,006 shares

    0.14% of the 13F portfolio, value $2,366,636.

    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 14,706 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,567,295.

    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).