POOL β€” POOL CORP

Ownership history in Belpointe Asset Management LLC  Β·  14 quarters on record

AI Ownership Summary

Belpointe Asset Management LLC reported POOL CORP (POOL) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows POOL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this POOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Belpointe Asset Management LLC's position in POOL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

POOL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Belpointe Asset Management LLC held POOL β€” position size vs. price
% of Fund (quarterly)    POOL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 844 +29 +3.6% 0.01% $262K 2025-11-03 $256.67
2025 Q2 REDUCED 815 -1 -0.1% 0.01% $238K 2025-07-22 $310.08
2025 Q1 REDUCED 816 -70 -7.9% 0.01% $260K 2025-05-20 $309.87
2024 Q4 REDUCED 886 -12 -1.3% 0.02% $312K 2025-02-13 $332.84
2024 Q3 ADDED 898 +297 +49.4% 0.02% $338K 2024-11-13 $343.48
2024 Q1 ADDED 601 +73 +13.8% 0.02% $243K 2024-05-08 $354.21
2023 Q4 REDUCED 528 -243 -31.5% 0.02% $211K 2024-02-13 $362.96
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding POOL

As of 2026 Q1 β€” sorted by position size

Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.15% Hilltop National Bank 0.03% Aspect Partners, LLC 0.0%

FAQ About Belpointe Asset Management LLC and POOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Belpointe Asset Management LLC reported owning POOL?

Belpointe Asset Management LLC reported POOL across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported POOL position in Belpointe Asset Management LLC's portfolio?

The largest reported portfolio weight for POOL was 0.02% in 2024 Q3.

What is the latest reported POOL position on this page?

The most recent filing on this page is 2025 Q3, when Belpointe Asset Management LLC reported 844 shares, equal to 0.01% of portfolio, with an estimated market value of $262K.

What does the chart on this POOL ownership page compare?

The chart compares Belpointe Asset Management LLC's quarterly POOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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