Belpointe Asset Management »

Collaborative Investmnt Ser shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser (GHMS) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Collaborative Investmnt Ser by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 278k 26.58
2025-06-30 $7.6M 290k 26.16
2025-03-31 $8.5M 330k 25.92
2024-12-31 $11M 431k 26.30
2024-09-30 $11M 420k 26.75
2024-06-30 $10M 392k 25.57
2024-03-31 $8.7M 338k 25.81

More positions owned by Belpointe Asset Management

Servicenow (NOW)
NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Spdr S&p 500 Etf Etf (SPY)
Apple (AAPL)
Schwab Strategic Tr Etf (SCHG)
Collaborative Investmnt Ser Etf (NDOW)
Microsoft Corporation (MSFT)
Ishares Tr Etf (SGOV)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard S&P 500 ETF Etf (VOO)
Badger Meter (BMI)
Vanguard Index Fds Etf (VUG)
Amazon (AMZN)

View all positions for Belpointe Asset Management

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Snowden Capital Advisors
Gts Securities
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser