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Belpointe Prep shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Belpointe Prep

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

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Quarterly reported holdings in Belpointe Prep by SMART Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $411k 6.0k 69.02
2024-06-30 $345k 6.0k 57.90
2024-03-31 $363k 6.0k 60.89
2023-12-31 $460k 6.0k 77.25
2023-09-30 $337k 3.9k 85.70
2023-06-30 $339k 3.9k 86.04
2023-03-31 $369k 3.9k 93.80
2022-12-31 $655k 6.5k 100.00