Laidlaw Wealth Management »

Belpointe Prep shares owned by Laidlaw Wealth Management

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

Historical chart of Laidlaw Wealth Management investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Laidlaw Wealth Management 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 Laidlaw Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 16k 77.40
2024-09-30 $1.1M 16k 69.02
2022-12-31 $408k 4.1k 100.00

More positions owned by Laidlaw Wealth Management

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Tesla Motors (TSLA)
Alibaba Group Hldg Sponsored Ads (BABA)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Palantir Technologies Cl A (PLTR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Global X Fds Defense Tech Etf (SHLD)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Palo Alto Networks (PANW)
D-wave Quantum (QBTS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for Laidlaw Wealth Management

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
Belpointe Asset Management
United Asset Strategies
Lido Advisors
Fountainhead AM
Advisor Group Holdings
Hilltop Holdings
Brookwood Investment Group
Wealth Alliance
Robertson Stephens Wealth Management
Rockefeller Capital Management
Cetera Investment Advisers
Mariner Wealth Advisors
LPL Financial

View all funds holding Belpointe Prep