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Belpointe Prep shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Belpointe Prep by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 25k 69.02
2024-06-30 $1.5M 25k 57.90
2024-03-31 $1.6M 26k 60.89
2023-12-31 $1.8M 24k 77.25
2023-09-30 $2.0M 24k 85.70
2023-06-30 $1.8M 21k 86.04
2023-03-31 $2.0M 22k 93.82
2022-12-31 $2.2M 22k 100.00
2022-09-30 $1.8M 21k 84.43
2022-06-30 $1.8M 19k 97.74
2022-03-31 $1.5M 15k 99.90
2021-12-31 $1.5M 15k 100.07