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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

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Quarterly reported holdings in Belpointe Prep by B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
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

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Top funds holding Belpointe Prep

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

View all funds holding Belpointe Prep