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Disclosery

Belpointe Asset Management LLC: XLI position timeline

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

Belpointe Asset Management LLC held 8,278 XLI 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 8,278 shares
    Change vs previous 13F -2,758 shares

    0.05% of the 13F portfolio, value $1,533,376.

    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 11,036 shares
    Change vs previous 13F +305 shares

    0.07% of the 13F portfolio, value $1,784,887.

    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 10,731 shares
    Change vs previous 13F -841 shares

    0.06% of the 13F portfolio, value $1,664,602.

    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 11,572 shares
    Change vs previous 13F -3,885 shares

    0.07% of the 13F portfolio, value $1,784,814.

    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 15,457 shares
    Change vs previous 13F -3,385 shares

    0.1% of the 13F portfolio, value $2,280,343.

    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 18,842 shares
    Change vs previous 13F +4,719 shares

    0.13% of the 13F portfolio, value $2,470,018.

    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 14,123 shares
    Change vs previous 13F +206 shares

    0.11% of the 13F portfolio, value $1,856,820.

    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 13,917 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,884,966.

    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).