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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

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Quarterly reported holdings in Belpointe Prep by Laidlaw Wealth Management

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

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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
United Asset Strategies
Advisor Group Holdings
Fountainhead AM
Congress Wealth Management LLC / DE /
Atomi Financial Group
Wealth Alliance
Mariner Wealth Advisors
Robertson Stephens Wealth Management
Lloyd Advisory Services
LPL Financial
Kestra Advisory Services
Laidlaw Wealth Management
Keystone Wealth Services

View all funds holding Belpointe Prep