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Disclosery

Belpointe Asset Management LLC: XBIL position timeline

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

Belpointe Asset Management LLC held 19,585 XBIL 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 19,585 shares
    Change vs previous 13F -2,322 shares

    0.03% of the 13F portfolio, value $979,293.

    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 21,907 shares
    Change vs previous 13F +1,608 shares

    0.04% of the 13F portfolio, value $1,096,019.

    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 20,299 shares
    Change vs previous 13F +1,464 shares

    0.04% of the 13F portfolio, value $1,016,384.

    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 18,835 shares
    Change vs previous 13F -971 shares

    0.04% of the 13F portfolio, value $945,437.

    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 19,806 shares
    Change vs previous 13F +4,652 shares

    0.04% of the 13F portfolio, value $993,274.

    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 15,154 shares
    Change vs previous 13F +2,787 shares

    0.04% of the 13F portfolio, value $760,295.

    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 12,367 shares
    Change vs previous 13F -1,092 shares

    0.04% of the 13F portfolio, value $620,520.

    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 13,459 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $675,653.

    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).