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Collaborative Investmnt Ser shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset Management investment in Collaborative Investmnt Ser

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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
2025-12-31 $1.5M 64k 22.77
2025-09-30 $2.4M 63k 38.93
2025-06-30 $1.8M 63k 28.55
2025-03-31 $1.3M 62k 21.24

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Schwab Strategic Tr Etf (SCHG)
Anydrus Advantage Etf Etf (NDOW)
Collaborative Investmnt Ser Etf
Microsoft Corporation (MSFT)
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Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard Index Fds Etf (VOO)
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View all positions for Belpointe Asset Management

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Gts Securities
UBS Group

View all funds holding Collaborative Investmnt Ser