Belpointe Prep shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Belpointe Prep
Tip: Access up to 7 years of quarterly data
All positions including Belpointe Prep held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Belpointe Prep by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 17k | 69.02 |
| 2024-06-30 | $994k | 17k | 57.90 |
| 2022-12-31 | $1.7M | 17k | 100.01 |
| 2022-09-30 | $1.4M | 17k | 84.45 |
| 2022-06-30 | $1.7M | 17k | 97.74 |
| 2022-03-31 | $1.7M | 17k | 99.90 |
| 2021-12-31 | $1.7M | 17k | 100.07 |