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Belpointe Prep shares owned by Ridgewood Investments

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

Historical chart of Ridgewood Investments investment in Belpointe Prep

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

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Quarterly reported holdings in Belpointe Prep by Ridgewood Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $104k 1.5k 69.02
2024-06-30 $87k 1.5k 57.90
2023-06-30 $129k 1.5k 86.04
2023-03-31 $141k 1.5k 93.80

More positions owned by Ridgewood Investments

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Markel Corporation (MKL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Medtronic SHS (MDT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Smith & Nephew Spdn Adr New (SNN)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Ridgewood Investments

Top funds holding Belpointe Prep

Belpointe Asset Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
United Asset Strategies
Advisor Group Holdings
Fountainhead AM
Congress Wealth Management LLC / DE /
Atomi Financial Group
Wealth Alliance
Mariner Wealth Advisors
Robertson Stephens Wealth Management
Lloyd Advisory Services
LPL Financial
Rockefeller Capital Management
Kestra Advisory Services

View all funds holding Belpointe Prep