Walser Wealth Management Company, A Ltd Liability »

Belpointe Prep shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability investment in Belpointe Prep

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All positions including Belpointe Prep held by Walser Wealth Management Company, A Ltd Liability consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2025-12-31 $394k 6.1k 65.03

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Goldman Sachs Physical Gold Unit (AAAU)
Microsoft Corporation (MSFT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
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Global X Fds Global X Uranium (URA)
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View all positions for Walser Wealth Management Company, A Ltd Liability

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
Belpointe Asset Management
United Asset Strategies
Lido Advisors
Fountainhead AM
Advisor Group Holdings
Brookwood Investment Group
Wealth Alliance
Robertson Stephens Wealth Management
Rockefeller Capital Management
Cetera Investment Advisers
Mariner Wealth Advisors
LPL Financial
U.S. Capital Wealth Advisors

View all funds holding Belpointe Prep