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Belpointe Prep shares owned by Lane Brothers & Co

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Lane Brothers & Co from 13F filings

Historical chart of Lane Brothers & Co investment in Belpointe Prep

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All positions including Belpointe Prep held by Lane Brothers & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Lane Brothers & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $402k 6.2k 65.03

More positions owned by Lane Brothers & Co

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Ig Floating Rate (FLTR)
American Centy Etf Tr Us Quality Grow (QGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Us Infrastruc (IFRA)
Global X Fds Us Infr Dev Etf (PAVE)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Series Trust State Street Spd (SPTM)
Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)

View all positions for Lane Brothers & Co

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
Advisor Group Holdings
Brookwood Investment Group
Wealth Alliance
Mason & Associates
Robertson Stephens Wealth Management
Rockefeller Capital Management
Cetera Investment Advisers
Mariner Wealth Advisors
LPL Financial
U.S. Capital Wealth Advisors

View all funds holding Belpointe Prep