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Disclosery

Belpointe Asset Management LLC: XLY position timeline

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

Belpointe Asset Management LLC held 9,929 XLY 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 9,929 shares
    Change vs previous 13F +2,821 shares

    0.04% of the 13F portfolio, value $1,164,570.

    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 7,108 shares
    Change vs previous 13F -4,691 shares

    0.03% of the 13F portfolio, value $774,634.

    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 11,799 shares
    Change vs previous 13F +5,293 shares

    0.05% of the 13F portfolio, value $1,409,020.

    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 6,506 shares
    Change vs previous 13F +564 shares

    0.06% of the 13F portfolio, value $1,559,129.

    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 5,942 shares
    Change vs previous 13F -1,215 shares

    0.05% of the 13F portfolio, value $1,291,515.

    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 7,157 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $1,415,513.

    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 7,137 shares
    Change vs previous 13F +49 shares

    0.08% of the 13F portfolio, value $1,338,606.

    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 7,088 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,420,291.

    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).