Belpointe Prep shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Belpointe Prep
Tip: Access up to 7 years of quarterly data
All positions including Belpointe Prep held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Belpointe Prep by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $441k | 6.9k | 64.00 |
| 2025-06-30 | $518k | 8.1k | 64.01 |
| 2025-03-31 | $519k | 8.0k | 64.50 |
| 2024-12-31 | $438k | 5.7k | 77.40 |
| 2024-09-30 | $316k | 4.6k | 69.02 |
| 2024-06-30 | $259k | 4.5k | 57.90 |
| 2024-03-31 | $265k | 4.3k | 60.89 |
| 2023-12-31 | $247k | 3.9k | 63.50 |
More positions owned by Foundations Investment Advisors
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