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Belpointe Asset Management LLC

SEC CIK
0001721242
Latest filing
Jul 31, 2026

DFS holding history

Discover Financial Services in every 13F filed by Belpointe Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2021
Holdings of DFS by Belpointe Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,536−100.0%Sold outHolders
Q1 20251,536$262.2K<0.1%−108−6.6%ReducedHolders
Q4 20241,644$228.2K<0.1%+4+0.2%AddedHolders
Q3 20241,640$230.2K<0.1%+84+5.4%AddedHolders
Q2 20241,556$203.6K<0.1%−278−15.2%ReducedHolders
Q1 20241,834$240.5K<0.1%−231−11.2%ReducedHolders
Q4 20232,065$232.2K<0.1%+2,065NewHolders
Q2 20230$00.0%−3,709−100.0%Sold outHolders
Q1 20233,709$366.6K<0.1%+78+2.1%AddedHolders
Q4 20223,631$355.2K<0.1%−1,696−31.8%ReducedHolders
Q3 20225,327$484.0K<0.1%+182+3.5%AddedHolders
Q2 20225,145$487.0K<0.1%−5,860−53.2%ReducedHolders
Q1 202211,005$1.21M0.1%+259+2.4%AddedHolders
Q4 202110,746$1.24M0.1%+672+6.7%AddedHolders
Q3 202110,074$1.24M0.1%+5,313+111.6%AddedHolders
Q2 20214,761$563.0K<0.1%+4,761NewHolders