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Disclosery

Belpointe Asset Management LLC: XLF position timeline

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

Belpointe Asset Management LLC held 79,239 XLF 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 79,239 shares
    Change vs previous 13F +4,914 shares

    0.14% of the 13F portfolio, value $4,248,042.

    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 74,325 shares
    Change vs previous 13F +2,887 shares

    0.13% of the 13F portfolio, value $3,669,450.

    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 71,438 shares
    Change vs previous 13F +8,418 shares

    0.14% of the 13F portfolio, value $3,912,694.

    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 63,020 shares
    Change vs previous 13F -12,358 shares

    0.13% of the 13F portfolio, value $3,394,931.

    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 75,378 shares
    Change vs previous 13F -40,995 shares

    0.16% of the 13F portfolio, value $3,947,593.

    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 116,373 shares
    Change vs previous 13F +5,985 shares

    0.3% of the 13F portfolio, value $5,793,004.

    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 110,388 shares
    Change vs previous 13F +45,105 shares

    0.3% of the 13F portfolio, value $5,055,474.

    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 65,283 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,958,680.

    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).