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Belpointe Asset Management LLC: XFIV position timeline

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

Belpointe Asset Management LLC held 11,707 XFIV 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 11,707 shares
    Change vs previous 13F +493 shares

    0.02% of the 13F portfolio, value $569,897.

    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 11,214 shares
    Change vs previous 13F +926 shares

    0.02% of the 13F portfolio, value $551,296.

    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 10,288 shares
    Change vs previous 13F +3,583 shares

    0.02% of the 13F portfolio, value $509,038.

    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 6,705 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $332,099.

    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 6,507 shares
    Change vs previous 13F +276 shares

    0.01% of the 13F portfolio, value $321,120.

    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 6,231 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $305,817.

    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 6,265 shares
    Change vs previous 13F -3,975 shares

    0.02% of the 13F portfolio, value $310,884.

    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 10,240 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $511,982.

    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).