Position in WHR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$555,427
+$239,780 QoQ
Shares Held
14,090
+140.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#194
of 458 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Belpointe Asset Management LLC holds $992,594 across 2 Furnishings, Fixtures & Appliances names. WHR ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WHR |
Whirlpool Corp /De/
This page
|
14,090 | $555,427 | |
| 2 | SN |
SharkNinja, Inc.
|
2,871 | $437,167 |
All Filings in WHR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,427 | 14,090 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $315,647 | 5,854 | Shares | Sole | 2026-04-28 | |
| 2025-03-31 | $448,577 | 4,977 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,400,777 | 12,236 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,258,641 | 11,763 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,292,523 | 12,647 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $911,939 | 7,623 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $312,340 | 2,565 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $476,373 | 3,563 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $395,037 | 2,655 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $426,688 | 3,232 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $494,685 | 3,497 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $515,243 | 3,822 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $559,235 | 3,611 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||