Belpointe Prep shares owned by Precision Wealth Strategies
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Precision Wealth Strategies
from 13F filings
Historical chart of Precision Wealth Strategies investment in Belpointe Prep
Tip: Access up to 7 years of quarterly data
All positions including Belpointe Prep held by Precision Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Belpointe Prep by Precision Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 247k | 64.00 |
| 2025-06-30 | $16M | 244k | 64.01 |
| 2025-03-31 | $16M | 244k | 64.50 |
| 2024-12-31 | $18M | 236k | 77.40 |
| 2024-09-30 | $16M | 237k | 69.02 |
| 2024-06-30 | $14M | 238k | 57.90 |
| 2024-03-31 | $15M | 241k | 60.89 |
| 2023-12-31 | $19M | 241k | 77.25 |
| 2023-09-30 | $21M | 242k | 85.70 |
| 2023-06-30 | $21M | 242k | 86.04 |
| 2023-03-31 | $23M | 242k | 93.80 |
| 2022-12-31 | $24M | 242k | 100.00 |
| 2022-09-30 | $23M | 261k | 88.91 |
| 2022-06-30 | $25M | 260k | 95.06 |
| 2022-03-31 | $26M | 260k | 99.90 |
| 2021-12-31 | $7.8M | 78k | 100.07 |
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