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Belpointe Asset Management LLC

CIK
1721242
City
RENO
State / Country
NV

Top Portfolio Positions

531 positions · $1,198,706,622 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in KWY

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,760,129 360,511
2025-12-31 $4,793,727 356,411
2025-09-30 $5,443,917 372,361
2025-06-30 $5,213,685 385,058
2025-03-31 $3,238,131 408,855
2024-12-31 $3,447,544 411,893
2024-09-30 $3,432,002 414,493
2024-06-30 $3,408,006 413,593
2024-03-31 $3,418,974 409,949
2023-12-31 $3,512,695 418,178
2023-09-30 $3,185,178 421,878
2023-06-30 $793,353 97,344
2023-03-31 $1,722,733 195,543
2022-12-31 $1,892,819 238,691
2022-09-30 $648,182 93,398
2022-06-30 $459,915 80,687
2022-03-31 $446,627 81,205
2021-12-31 $440,071 80,305
2021-09-30 $416,750 77,752
2021-06-30 $403,595 80,719
2021-03-31 $459,396 98,795
2020-12-31 $478,441 101,796
2020-09-30 $342,483 116,096
2020-06-30 $260,055 116,096
2020-03-31 $229,870 116,096