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Disclosery

Belpointe Asset Management LLC: XTRE position timeline

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

Belpointe Asset Management LLC held 14,240 XTRE 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 14,240 shares
    Change vs previous 13F +656 shares

    0.02% of the 13F portfolio, value $698,212.

    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 13,584 shares
    Change vs previous 13F +896 shares

    0.02% of the 13F portfolio, value $672,548.

    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 12,688 shares
    Change vs previous 13F +4,263 shares

    0.02% of the 13F portfolio, value $631,421.

    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 8,425 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $419,920.

    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 8,192 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $407,815.

    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 8,124 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $402,386.

    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).