Belpointe Prep shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Belpointe Prep
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Quarterly reported holdings in Belpointe Prep by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 22k | 53.20 |
| 2023-03-31 | $1.0M | 11k | 93.80 |
| 2022-12-31 | $1.1M | 11k | 100.00 |
| 2022-09-30 | $944k | 11k | 84.41 |
| 2022-06-30 | $1.1M | 11k | 97.74 |
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