Collaborative Investmnt Ser shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTAI) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Collaborative Investmnt Ser
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All positions including Collaborative Investmnt Ser held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Collaborative Investmnt Ser by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $805k | 38k | 21.38 |
| 2025-06-30 | $580k | 28k | 20.48 |
| 2025-03-31 | $600k | 28k | 21.21 |
| 2024-12-31 | $785k | 35k | 22.17 |
| 2024-09-30 | $804k | 36k | 22.66 |
| 2024-06-30 | $775k | 36k | 21.60 |
| 2024-03-31 | $868k | 41k | 21.15 |
| 2023-09-30 | $2.1M | 114k | 18.15 |
| 2023-06-30 | $1.2M | 57k | 20.45 |
| 2023-03-31 | $1.5M | 72k | 21.02 |
| 2022-12-31 | $1.3M | 62k | 20.67 |
| 2022-06-30 | $110k | 5.0k | 22.12 |
| 2022-03-31 | $104k | 4.4k | 23.50 |
| 2021-12-31 | $4.6M | 167k | 27.62 |
More positions owned by Belpointe Asset Management
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