Collaborative Investmnt Ser shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Collaborative Investmnt Ser
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Quarterly reported holdings in Collaborative Investmnt Ser by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 464k | 24.28 |
| 2025-06-30 | $12M | 516k | 23.83 |
| 2025-03-31 | $12M | 520k | 23.67 |
| 2024-12-31 | $14M | 574k | 24.47 |
| 2024-09-30 | $14M | 570k | 25.24 |
| 2024-06-30 | $12M | 517k | 23.21 |
| 2024-03-31 | $9.6M | 411k | 23.32 |
| 2023-09-30 | $7.3M | 347k | 21.12 |
| 2023-06-30 | $8.0M | 356k | 22.49 |
| 2023-03-31 | $12M | 541k | 22.72 |
| 2022-12-31 | $11M | 501k | 22.51 |
| 2022-09-30 | $10M | 457k | 21.97 |
| 2022-06-30 | $13M | 556k | 23.57 |
| 2022-03-31 | $16M | 645k | 25.43 |
| 2021-12-31 | $19M | 685k | 28.35 |
| 2021-09-30 | $30M | 1.0M | 29.53 |
| 2021-06-30 | $17M | 553k | 29.92 |
| 2021-03-31 | $300k | 11k | 28.66 |
More positions owned by Belpointe Asset Management
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