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Belpointe Prep shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in Belpointe Prep

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

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Quarterly reported holdings in Belpointe Prep by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $281k 5.3k 53.20

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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