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Belpointe Prep shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $720k 16k 45.29

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View all positions for SRS Capital Advisors

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
Belpointe Asset Management
Advisor Group Holdings
United Asset Strategies
Brookwood Investment Group
LPL Financial
Mason & Associates
Wealth Alliance
Lido Advisors
Sheets Smith Wealth Management
Robertson Stephens Wealth Management
Rockefeller Capital Management
Navis Wealth Advisors
SRS Capital Advisors

View all funds holding Belpointe Prep