Belpointe Prep shares owned by B.O.S.S. Retirement Advisors
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by B.O.S.S. Retirement Advisors
from 13F filings
Historical chart of B.O.S.S. Retirement Advisors investment in Belpointe Prep
Tip: Access up to 7 years of quarterly data
All positions including Belpointe Prep held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Belpointe Prep by B.O.S.S. Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $969k | 15k | 64.00 |
| 2025-06-30 | $971k | 15k | 64.01 |
| 2025-03-31 | $978k | 15k | 64.50 |
| 2024-12-31 | $1.2M | 15k | 77.40 |
| 2023-12-31 | $1.9M | 24k | 77.25 |
| 2023-09-30 | $2.1M | 24k | 85.70 |
| 2023-06-30 | $2.1M | 24k | 86.04 |
| 2023-03-31 | $2.3M | 24k | 93.80 |
| 2022-12-31 | $2.4M | 24k | 100.00 |
More positions owned by B.O.S.S. Retirement Advisors
View all positions for B.O.S.S. Retirement Advisors