Collaborative Investmnt Ser shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (SNAV) 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 | $7.0M | 202k | 34.60 |
| 2025-06-30 | $6.3M | 194k | 32.29 |
| 2025-03-31 | $6.1M | 205k | 29.81 |
| 2024-12-31 | $8.7M | 286k | 30.43 |
| 2024-09-30 | $8.9M | 287k | 31.01 |
| 2024-06-30 | $6.7M | 227k | 29.67 |
| 2024-03-31 | $8.8M | 300k | 29.41 |
| 2023-09-30 | $6.8M | 262k | 25.83 |
| 2023-06-30 | $7.3M | 267k | 27.15 |
| 2023-03-31 | $6.7M | 265k | 25.16 |
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