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Disclosery

Belpointe Asset Management LLC: WM position timeline

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

Belpointe Asset Management LLC held 32,867 WM 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 32,867 shares
    Change vs previous 13F +1,755 shares

    0.24% of the 13F portfolio, value $7,325,470.

    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 31,112 shares
    Change vs previous 13F +7,280 shares

    0.26% of the 13F portfolio, value $7,149,253.

    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 23,832 shares
    Change vs previous 13F +1,136 shares

    0.19% of the 13F portfolio, value $5,236,281.

    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 22,696 shares
    Change vs previous 13F -74 shares

    0.19% of the 13F portfolio, value $5,012,087.

    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 22,770 shares
    Change vs previous 13F +1,147 shares

    0.22% of the 13F portfolio, value $5,210,399.

    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 21,623 shares
    Change vs previous 13F +152 shares

    0.26% of the 13F portfolio, value $5,006,161.

    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 21,471 shares
    Change vs previous 13F -2 shares

    0.27% of the 13F portfolio, value $4,552,852.

    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 21,473 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,457,953.

    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).