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Disclosery

OZ BELPOINTE PREP LLC

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

49 managers (49 13F filers) reported a position in OZ shares at 2024-12-31, 1,395,316 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
49
13F filers
49
New
8
Added
6
Reduced
8
Sold out
2
Shares held by filers
1,395,316

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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…256,339$19.8M0.54%-5,87913F-HRTimeline
Belpointe Asset Management LLC298,385$19.2M1.16%013F-HRTimeline
Precision Wealth Strategies, LLC235,796$18.3M14.12%-69513F-HRTimeline
United Asset Strategies, Inc.86,933$6.73M0.62%-1,59813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,000$4.26M0.01%013F-HR/ATimelineGroup
OBSIDIAN CIO, LLC51,802$4.01M0.73%+5,59113F-HRTimeline
CW Advisors, LLC43,940$3.4M0.05%+71913F-HRTimeline
WEALTH ALLIANCE, LLC28,474$2.2M0.26%013F-HRTimeline
Mariner, LLCin group Mariner, LLC27,775$2.15M<0.01%+2,64713F-HRTimelineGroup
Robertson Stephens Wealth Management, L…21,424$1.66M0.06%013F-HRTimeline
Lloyd Advisory Services, LLC.17,158$1.33M0.63%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,785$1.3M<0.01%013F-HRTimelineGroup
LPL Financial LLC16,578$1.28M<0.01%-31013F-HRTimeline
Laidlaw Wealth Management LLC15,890$1.23M0.54%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,890$1.23M0.04%new13F-HRTimeline
Keystone Wealth Services, LLC15,558$1.2M0.32%013F-HRTimeline
Bison Wealth, LLC15,425$1.19M0.15%13F-HRTimeline
REAP Financial Group, LLC15,425$1.19M0.3%-1,28513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC15,212$1.18M0.33%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,500$890K0.06%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC11,382$881K0.07%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,341$800K0.04%new13F-HR/ATimelineGroup
Innovative Advisory Group, LLC9,497$735K0.66%13F-HRTimeline
Mason & Associates Inc7,600$588K0.14%-2,10013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,186$479K<0.01%-10,16313F-HRTimelineGroup
SMART Wealth LLC5,960$461K0.16%013F-HRTimeline
Foundations Investment Advisors, LLC5,659$438K0.01%+1,07713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,611$434K<0.01%new13F-HRTimelineGroup
Outlook Wealth Advisors, LLC4,996$387K0.11%013F-HRTimeline
UBS Group AGin group UBS Group AG4,950$383K<0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,913$380K0.03%013F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,225$368K0.03%013F-HRTimelineGroup
Cetera Investment Advisers4,700$364K<0.01%013F-HRTimeline
Texas Yale Capital Corp.4,200$325K0.01%013F-HRTimeline
Fulton Bank, N.A.4,060$314K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,935$305K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,582$277K<0.01%13F-HR/ATimelineGroup
Lokken Investment Group LLC3,574$277K0.12%013F-HRTimeline
Coppell Advisory Solutions LLC3,584$272K0.04%-513F-HRTimeline
Integrated Advisors Network LLC3,350$259K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,319$257K<0.01%new13F-HR/ATimeline
AE Wealth Management LLC3,280$254K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,183$246K<0.01%+5013F-HR/ATimelineGroup
Merit Financial Group, LLC3,150$244K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,958$229K<0.01%+2,95613F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,739$212K<0.01%new13F-HRTimeline
Ridgewood Investments LLC1,500$116K0.06%013F-HRTimeline
EASTERN BANK593$45.9K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.