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Belpointe Prep shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Belpointe Prep by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 3.9k 64.00
2025-06-30 $252k 3.9k 65.07
2025-03-31 $254k 3.9k 64.50
2024-12-31 $305k 3.9k 77.40
2024-09-30 $272k 3.9k 69.02