Kestra Advisory Services »

Belpointe Prep shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Belpointe Prep by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 16k 69.02
2024-06-30 $947k 16k 57.90
2024-03-31 $996k 16k 60.89
2023-12-31 $1.1M 14k 77.25
2023-09-30 $1.0M 12k 85.70
2023-06-30 $1.0M 12k 86.04
2023-03-31 $1.1M 12k 93.80
2022-12-31 $1.2M 12k 100.00
2022-09-30 $986k 12k 84.46
2022-06-30 $1.1M 12k 97.74
2022-03-31 $1.2M 12k 99.88
2021-12-31 $1.2M 12k 100.05