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Disclosery

OZ BELPOINTE PREP LLC

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

46 managers (46 13F filers) reported a position in OZ shares at 2025-03-31, 1,354,588 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
46
13F filers
46
New
2
Added
9
Reduced
11
Sold out
6
Shares held by filers
1,354,588

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Belpointe Asset Management LLC306,494$19.8M1.03%+8,10913F-HRTimeline
Empirical Financial Services, LLC d.b.a…251,698$16.2M0.42%-4,64113F-HRTimeline
Precision Wealth Strategies, LLC243,931$15.7M12.03%+8,13513F-HRTimeline
United Asset Strategies, Inc.85,973$5.55M0.51%-96013F-HRTimeline
OBSIDIAN CIO, LLC59,601$3.84M0.63%+7,79913F-HRTimeline
CW Advisors, LLC43,940$2.83M0.03%013F-HRTimeline
Brookwood Investment Group LLC38,205$2.46M0.42%13F-HRTimeline
WEALTH ALLIANCE, LLC28,474$1.84M0.22%013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,139$1.56M<0.01%-3,63613F-HRTimelineGroup
Robertson Stephens Wealth Management, L…21,424$1.38M0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG19,848$1.28M<0.01%+14,89813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,785$1.08M<0.01%013F-HRTimelineGroup
LPL Financial LLC16,478$1.06M<0.01%-10013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,890$1.02M0.03%013F-HRTimeline
Keystone Wealth Services, LLC15,558$1M0.27%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,500$1000K0.06%+4,00013F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC15,164$978K0.28%-4813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,341$667K0.04%013F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,689$625K<0.01%+3,50313F-HRTimelineGroup
Innovative Advisory Group, LLC9,497$613K0.58%013F-HRTimeline
Foundations Investment Advisors, LLC8,045$519K0.01%+2,38613F-HRTimeline
Mason & Associates Inc7,600$490K0.12%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,691$404K0.04%-5,69113F-HR/ATimeline
SMART Wealth LLC5,958$384K0.14%-213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,611$362K<0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,907$348K0.03%-613F-HRTimeline
Bison Wealth, LLC5,098$329K0.03%-10,32713F-HRTimeline
REAP Financial Group, LLC5,098$329K0.08%-10,32713F-HRTimeline
Outlook Wealth Advisors, LLC4,996$322K0.09%013F-HRTimeline
Cetera Investment Advisers4,700$303K<0.01%013F-HRTimeline
Texas Yale Capital Corp.4,200$271K0.01%013F-HRTimeline
Fulton Bank, N.A.4,060$262K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,935$254K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.3,716$240K0.12%-13,44213F-HRTimeline
Abound Wealth Management3,645$235K0.08%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,582$231K<0.01%013F-HRTimelineGroup
Lokken Investment Group LLC3,574$231K0.1%013F-HRTimeline
Coppell Advisory Solutions LLC3,584$224K0.03%013F-HRTimeline
Integrated Advisors Network LLC3,350$216K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,253$210K<0.01%+7013F-HRTimelineGroup
Merit Financial Group, LLC3,150$203K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,114$201K0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,999$193K<0.01%+4113F-HRTimelineGroup
Ridgewood Investments LLC1,500$96.8K0.05%013F-HRTimeline
EASTERN BANK593$38.2K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.