Belpointe Prep shares owned by United Asset Strategies
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Belpointe Prep
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Quarterly reported holdings in Belpointe Prep by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.1M | 89k | 69.02 |
| 2024-06-30 | $5.1M | 89k | 57.90 |
| 2024-03-31 | $5.7M | 94k | 60.89 |
| 2023-12-31 | $7.5M | 98k | 77.25 |
| 2023-09-30 | $8.3M | 97k | 85.70 |
| 2023-06-30 | $8.2M | 95k | 86.04 |
| 2023-03-31 | $8.9M | 95k | 93.80 |
| 2022-12-31 | $9.6M | 96k | 100.00 |
| 2022-09-30 | $8.4M | 99k | 84.45 |
| 2022-06-30 | $9.9M | 102k | 97.72 |
| 2021-12-31 | $9.4M | 94k | 100.06 |
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