Position in SEZL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,560,459
+$1,273,301 QoQ
Shares Held
9,092
+467.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#100
of 323 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $23,042,466 across 9 Credit Services names. SEZL ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
33,052 | $11,339,810 | |
| 2 | MA |
Mastercard Inc
|
6,759 | $3,471,422 | |
| 3 | AXP |
American Express Co
|
7,670 | $2,594,377 | |
| 4 | SEZL |
Sezzle Inc.
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|
9,092 | $1,560,459 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
72,255 | $1,295,532 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
28,052 | $1,211,285 | |
| 7 | COF |
Capital One Financial Corp
|
4,245 | $851,631 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
1,983 | $395,152 |
All Filings in SEZL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,459 | 9,092 | Shares | Other | 2026-07-31 | |
| 2025-06-30 | $287,158 | 1,602 | Shares | Other | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||