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Belpointe Prep shares owned by Lincoln National

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

Historical chart of Lincoln National investment in Belpointe Prep

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

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Quarterly reported holdings in Belpointe Prep by Lincoln National

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 55k 77.25
2023-09-30 $4.7M 55k 85.70
2023-06-30 $4.7M 55k 86.04
2023-03-31 $5.2M 55k 93.80
2022-12-31 $5.5M 55k 100.00
2022-09-30 $4.6M 55k 84.45
2022-06-30 $5.4M 55k 97.73
2022-03-31 $5.5M 55k 99.91
2021-12-31 $5.5M 55k 100.07