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Belpointe Prep shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Belpointe Prep by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 21k 64.00
2025-06-30 $1.4M 21k 64.01
2025-03-31 $1.4M 21k 64.50
2024-12-31 $1.7M 21k 77.40
2024-09-30 $1.5M 21k 69.02

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

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