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Belpointe Prep shares owned by Mutual Advisors

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

Historical chart of Mutual Advisors investment in Belpointe Prep

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

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Quarterly reported holdings in Belpointe Prep by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $473k 7.5k 63.10
2025-06-30 $495k 7.5k 66.00

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Top funds holding Belpointe Prep

Belpointe Asset Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
United Asset Strategies
Fountainhead AM
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Hilltop Holdings
Brookwood Investment Group
Wealth Alliance
Mariner Wealth Advisors
Robertson Stephens Wealth Management
Rockefeller Capital Management
LPL Financial
U.S. Capital Wealth Advisors

View all funds holding Belpointe Prep