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Belpointe Prep shares owned by Armis Advisers

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Armis Advisers from 13F filings

Historical chart of Armis Advisers investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Armis Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Armis Advisers

Quarter filed Position value Share count Share price at filing
2025-06-30 $290k 4.5k 64.01
2025-03-31 $329k 5.1k 64.50
2024-12-31 $1.2M 15k 77.40

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Index Fds Growth Etf (VUG)
Listed Fds Tr Overlay Shs Shrt (OVT)
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Microsoft Corporation (MSFT)
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Vanguard World Mega Cap Val Etf (MGV)

View all positions for Armis Advisers

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
United Asset Strategies
Fountainhead AM
Advisor Group Holdings
Hilltop Holdings
Brookwood Investment Group
Wealth Alliance
Mariner Wealth Advisors
Robertson Stephens Wealth Management
Rockefeller Capital Management
LPL Financial
U.S. Capital Wealth Advisors
Keystone Wealth Services
B.O.S.S. Retirement Advisors

View all funds holding Belpointe Prep