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Disclosery

Belpointe Asset Management LLC: VUSB position timeline

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

Belpointe Asset Management LLC held 27,110 VUSB 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 27,110 shares
    Change vs previous 13F -41,842 shares

    0.04% of the 13F portfolio, value $1,349,574.

    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 68,952 shares
    Change vs previous 13F +33,231 shares

    0.13% of the 13F portfolio, value $3,432,813.

    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 35,721 shares
    Change vs previous 13F +8,281 shares

    0.06% of the 13F portfolio, value $1,780,378.

    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 27,440 shares
    Change vs previous 13F +620 shares

    0.05% of the 13F portfolio, value $1,371,901.

    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 26,820 shares
    Change vs previous 13F -6,459 shares

    0.06% of the 13F portfolio, value $1,337,376.

    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 33,279 shares
    Change vs previous 13F +2,720 shares

    0.09% of the 13F portfolio, value $1,659,028.

    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 30,559 shares
    Change vs previous 13F +4,998 shares

    0.09% of the 13F portfolio, value $1,522,982.

    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 25,561 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,276,561.

    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).