Position in CRD-A
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$123,383
+$14,232 QoQ
Shares Held
10,948
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 115 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $3,256,449 across 5 Insurance Brokers names. CRD-A ranks #5 (3.8% of the industry book) .
All Filings in CRD-A
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,383 | 10,948 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $109,151 | 10,948 | Shares | Other | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||