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Belpointe Prep shares owned by Lido Advisors

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2M 64k 65.03

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View all positions for Lido Advisors

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