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Disclosery

Belpointe Asset Management LLC: XLE position timeline

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

Belpointe Asset Management LLC held 52,603 XLE 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 52,603 shares
    Change vs previous 13F -17,695 shares

    0.09% of the 13F portfolio, value $2,793,823.

    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 70,298 shares
    Change vs previous 13F +38,569 shares

    0.16% of the 13F portfolio, value $4,306,547.

    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 31,729 shares
    Change vs previous 13F +15,198 shares

    0.05% of the 13F portfolio, value $1,418,655.

    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 16,531 shares
    Change vs previous 13F -8,889 shares

    0.06% of the 13F portfolio, value $1,477,016.

    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 25,420 shares
    Change vs previous 13F -19,686 shares

    0.09% of the 13F portfolio, value $2,155,981.

    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 45,106 shares
    Change vs previous 13F -8,257 shares

    0.22% of the 13F portfolio, value $4,214,188.

    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 53,363 shares
    Change vs previous 13F -2,084 shares

    0.29% of the 13F portfolio, value $4,870,321.

    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 55,447 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,868,319.

    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).