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Belpointe Prep shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.8M 44k 64.01
2025-03-31 $2.8M 44k 64.50
2024-12-31 $3.4M 44k 77.40
2024-09-30 $3.0M 43k 69.02

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Belpointe Prep

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

View all funds holding Belpointe Prep