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Belpointe Prep shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Belpointe Prep by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 16k 64.00
2025-06-30 $1.0M 16k 64.01
2025-03-31 $1.0M 16k 64.50
2024-12-31 $1.2M 16k 77.40

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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