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Disclosery

OZ BELPOINTE PREP LLC

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UNIT RP LTD LB A (unknown), issuer CIK 1807046

43 managers (43 13F filers) reported a position in OZ shares at 2026-06-30, 1,264,916 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
4
Added
3
Reduced
13
Sold out
6
Shares held by filers
1,264,916

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Empirical Financial Services, LLC d.b.a…241,017$10.9M0.16%-5,61413F-HRTimeline
Precision Wealth Strategies, LLC235,002$10.6M3.21%-5,68713F-HRTimeline
Belpointe Asset Management LLC217,600$9.86M0.32%-8,85813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,077$4.26M0.01%013F-HRTimelineGroup
United Asset Strategies, Inc.88,722$4.02M0.28%-63213F-HRTimeline
Brookwood Investment Group LLC35,995$1.63M0.19%-1,87613F-HRTimeline
LPL Financial LLC25,517$1.16M<0.01%+9,06413F-HRTimeline
Mason & Associates Inc24,640$1.12M0.18%-70013F-HRTimeline
WEALTH ALLIANCE, LLC22,979$1.04M0.09%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,911$1.04M<0.01%-40,91213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT21,783$987K0.1%013F-HRTimeline
Robertson Stephens Wealth Management, L…21,203$960K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,360$832K<0.01%013F-HRTimelineGroup
Navis Wealth Advisors, LLC16,226$735K0.28%013F-HRTimeline
Arax Advisory Partners15,890$720K<0.01%new13F-HRTimeline
Keystone Wealth Services, LLC15,558$705K0.13%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC14,959$677K0.18%-13713F-HRTimeline
Cetera Investment Advisers14,856$673K<0.01%-3,47413F-HRTimeline
Cambridge Investment Research Advisors,…13,080$592K<0.01%013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC11,973$542K<0.01%-5,51613F-HRTimelineGroup
Hopwood Nicholas Hunter7,678$348K0.1%013F-HRTimeline
Mutual Advisors, LLC7,500$340K0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,273$284K0.12%new13F-HRTimeline
LANE BROTHERS & CO INC6,187$280K0.18%013F-HRTimeline
Foundations Investment Advisors, LLC6,052$274K<0.01%-1,96213F-HRTimeline
Walser Wealth Management Company, A Ltd…6,052$274K0.11%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,611$254K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC5,337$242K0.01%013F-HRTimeline
NewEdge Wealth, LLC5,281$239K<0.01%013F-HRTimeline
Outlook Wealth Advisors, LLC4,996$226K0.05%013F-HRTimeline
SMART Wealth LLC4,937$224K0.05%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,869$221K0.01%013F-HRTimeline
Accurate Wealth Management, LLC4,557$206K0.02%-113F-HRTimeline
UBS Group AGin group UBS Group AG4,012$182K<0.01%+59313F-HRTimelineGroup
CENTRAL TRUST Co3,899$177K<0.01%new13F-HRTimeline
Abound Wealth Management3,645$165K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,212$145K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC970$43.9K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS600$27.2K<0.01%new13F-HRTimelineGroup
EASTERN BANK593$26.9K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC292$13.2K0.01%-8113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10$451<0.01%+313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.