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
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Quarterly reported holdings in Belpointe Prep by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |