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Disclosery

Belpointe Asset Management LLC: XLP position timeline

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

Belpointe Asset Management LLC held 15,117 XLP 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 15,117 shares
    Change vs previous 13F +127 shares

    0.04% of the 13F portfolio, value $1,255,855.

    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 14,990 shares
    Change vs previous 13F -3,308 shares

    0.04% of the 13F portfolio, value $1,228,951.

    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 18,298 shares
    Change vs previous 13F +5,722 shares

    0.05% of the 13F portfolio, value $1,421,444.

    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 12,576 shares
    Change vs previous 13F +122 shares

    0.04% of the 13F portfolio, value $985,655.

    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 12,454 shares
    Change vs previous 13F -1,918 shares

    0.04% of the 13F portfolio, value $1,008,445.

    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 14,372 shares
    Change vs previous 13F +3,274 shares

    0.06% of the 13F portfolio, value $1,172,652.

    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 11,098 shares
    Change vs previous 13F -2,012 shares

    0.06% of the 13F portfolio, value $914,258.

    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 13,110 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,088,174.

    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).