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
Download as csvQuarterly 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 |
More positions owned by Moneta Group Investment Advisors
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