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Disclosery

Belpointe Asset Management LLC: XLC position timeline

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

Belpointe Asset Management LLC held 9,938 XLC 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 9,938 shares
    Change vs previous 13F +4,690 shares

    0.03% of the 13F portfolio, value $1,064,663.

    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 5,248 shares
    Change vs previous 13F -4,304 shares

    0.02% of the 13F portfolio, value $581,805.

    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 9,552 shares
    Change vs previous 13F +1,635 shares

    0.04% of the 13F portfolio, value $1,124,490.

    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 7,917 shares
    Change vs previous 13F +1,541 shares

    0.04% of the 13F portfolio, value $937,158.

    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 6,376 shares
    Change vs previous 13F -15,932 shares

    0.03% of the 13F portfolio, value $692,049.

    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 22,308 shares
    Change vs previous 13F -65,979 shares

    0.11% of the 13F portfolio, value $2,151,749.

    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 88,287 shares
    Change vs previous 13F +77,745 shares

    0.46% of the 13F portfolio, value $7,712,937.

    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 10,542 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $952,992.

    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).