Belpointe Asset Management LLC quarter change: USA Other Stocks, Unchanged
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Belpointe Asset Management LLC opened 0 positions, added to 2, reduced 0, sold out of 3 and left 2 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$61,420); the largest decrease was DuPont de Nemours, Inc. Common Stock (-$348,655).
- BERKSHIRE HATHAWAY INC DEL: Country of operation United States; Class COM; Shares 2026-03-31 2; Shares 2026-06-30 2.
- CALIDI BIOTHERAPEUTICS INC: Country of operation United States; Class COM; Shares 2026-03-31 19,921; Shares 2026-06-30 19,921.
Two Form 13F-HR filings compared (SEC CIK 1721242): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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