Keystone Wealth Services »

Belpointe Prep shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Keystone Wealth 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 Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 16k 69.02
2024-06-30 $901k 16k 57.90
2024-03-31 $947k 16k 60.89
2023-12-31 $1.2M 16k 77.25
2023-09-30 $1.1M 13k 85.70
2023-06-30 $1.1M 13k 86.04
2023-03-31 $1.2M 13k 93.80
2022-12-31 $1.3M 13k 100.00
2022-09-30 $1.1M 13k 84.46
2022-06-30 $1.3M 13k 97.72
2022-03-31 $1.3M 13k 99.91
2021-12-31 $1.3M 13k 100.06