Belpointe Prep shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Belpointe Prep
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Quarterly reported holdings in Belpointe Prep by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 5.3k | 64.00 |
| 2025-06-30 | $342k | 5.3k | 64.01 |
| 2025-03-31 | $404k | 5.7k | 71.01 |
| 2024-12-31 | $881k | 11k | 77.40 |