Belpointe Prep shares owned by Wealth Alliance
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Belpointe Prep
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Quarterly reported holdings in Belpointe Prep by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 29k | 64.00 |
| 2025-06-30 | $1.8M | 29k | 64.01 |
| 2025-03-31 | $1.8M | 29k | 64.50 |
| 2024-12-31 | $2.2M | 29k | 77.40 |
| 2024-09-30 | $2.0M | 29k | 69.02 |
| 2024-06-30 | $1.6M | 29k | 57.90 |
| 2024-03-31 | $1.7M | 29k | 60.89 |
| 2023-12-31 | $2.2M | 29k | 77.25 |
| 2023-09-30 | $2.4M | 29k | 85.70 |
| 2023-06-30 | $2.4M | 29k | 86.04 |
| 2023-03-31 | $2.7M | 29k | 93.80 |
| 2022-12-31 | $2.3M | 23k | 100.00 |
| 2022-09-30 | $2.4M | 29k | 84.46 |
| 2022-06-30 | $2.8M | 29k | 97.70 |
| 2022-03-31 | $2.8M | 29k | 99.92 |
| 2021-12-31 | $2.8M | 29k | 100.06 |