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Belpointe Asset Management LLC

SEC CIK
0001721242
Latest filing
Jul 31, 2026

UBS holding history

UBS Group AG 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.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2022
Holdings of UBS by Belpointe Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−20,850−100.0%Sold outHolders
Q1 202520,850$638.6K<0.1%+20,850NewHolders
Q2 20230$00.0%−2,428−100.0%Sold outHolders
Q1 20232,428$51.8K<0.1%+229+10.4%AddedHolders
Q4 20222,199$41.1K<0.1%+2,199NewHolders