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Belpointe Prep shares owned by Merit Financial Group

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $243k 3.2k 77.25
2023-09-30 $270k 3.2k 85.70
2023-06-30 $271k 3.2k 86.04
2023-03-31 $296k 3.2k 93.80
2022-12-31 $315k 3.2k 100.00

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Merit Financial Group

Top funds holding Belpointe Prep

Belpointe Asset Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
United Asset Strategies
Lincoln National
Fountainhead AM
Ratio Wealth Group
Wealth Alliance
Mariner Wealth Advisors
Atomi Financial Group
Rockefeller Capital Management
Keystone Wealth Services
Kestra Advisory Services
Mason & Associates
AE Wealth Management

View all funds holding Belpointe Prep