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Disclosery

Belpointe Asset Management LLC: XLV position timeline

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

Belpointe Asset Management LLC held 21,971 XLV 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 21,971 shares
    Change vs previous 13F +290 shares

    0.11% of the 13F portfolio, value $3,486,144.

    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 21,681 shares
    Change vs previous 13F -3,209 shares

    0.12% of the 13F portfolio, value $3,178,795.

    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 24,890 shares
    Change vs previous 13F +1,983 shares

    0.14% of the 13F portfolio, value $3,853,000.

    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 22,907 shares
    Change vs previous 13F -1,845 shares

    0.12% of the 13F portfolio, value $3,188,069.

    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 24,752 shares
    Change vs previous 13F -1,567 shares

    0.14% of the 13F portfolio, value $3,336,414.

    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 26,319 shares
    Change vs previous 13F +3,461 shares

    0.2% of the 13F portfolio, value $3,841,219.

    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 22,858 shares
    Change vs previous 13F +723 shares

    0.22% of the 13F portfolio, value $3,589,279.

    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 22,135 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,409,359.

    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).