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Collaborative Investmnt Ser shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.2M 109k 19.90
2023-06-30 $2.2M 109k 20.69
2023-03-31 $2.4M 105k 22.74
2022-12-31 $2.2M 101k 22.27
2022-09-30 $913k 40k 22.88
2022-06-30 $701k 28k 24.98

More positions owned by Belpointe Asset Management

Apple (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Badger Meter (BMI)
Collaborative Investmnt Ser Etf (RSEE)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Spdr Ser Tr Etf (SPLG)
Belpointe Prep Etf (OZ)
Facebook Inc cl a (META)
Ishares Tr Etf (IVV)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)

View all positions for Belpointe Asset Management

Top funds holding Collaborative Investmnt Ser

Citadel Advisors
Gts Securities
Jane Street
Wells Fargo & Company
UBS Group

View all funds holding Collaborative Investmnt Ser