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Belpointe Prep shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Belpointe Prep by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $863k 16k 53.20

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Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)
Global X Fds Glb X Mlp Enrg I (MLPX)

View all positions for Navis Wealth Advisors

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
Belpointe Asset Management
United Asset Strategies
Lido Advisors
Advisor Group Holdings
Brookwood Investment Group
Wealth Alliance
Mason & Associates
Sheets Smith Wealth Management
Robertson Stephens Wealth Management
Rockefeller Capital Management
Cetera Investment Advisers
Mariner Wealth Advisors
LPL Financial

View all funds holding Belpointe Prep