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
Download as csv
Download as Excel
Quarterly reported holdings in Belpointe Prep by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |