Belpointe Asset Management LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $650,758 | 17,790 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $674,173 | 17,016 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $506,917 | 14,011 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $490,215 | 15,065 | Shares | Other | 2025-05-20 |
| 2024-12-31 | $475,825 | 15,015 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $497,235 | 15,155 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $482,088 | 17,646 | Shares | Sole | 2024-08-02 |
| 2023-03-31 | $315,472 | 11,116 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $522,938 | 18,498 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $523,062 | 19,202 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $712,535 | 22,985 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $708,996 | 20,509 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $654,426 | 18,634 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $624,727 | 19,064 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $513,723 | 14,973 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $480,691 | 14,349 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $467,880 | 14,269 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $367,469 | 11,744 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $496,129 | 16,439 | Shares | Sole | 2020-07-20 |
| 2020-03-31 | $463,938 | 16,137 | Shares | Sole | 2020-07-20 |