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Disclosery

OZ BELPOINTE PREP LLC

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

45 managers (45 13F filers) reported a position in OZ shares at 2025-06-30, 1,387,349 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
45
New
3
Added
5
Reduced
11
Sold out
4
Shares held by filers
1,387,349

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Belpointe Asset Management LLC307,231$19.7M0.82%+73713F-HRTimeline
Empirical Financial Services, LLC d.b.a…251,255$16.1M0.36%-44313F-HRTimeline
Precision Wealth Strategies, LLC243,931$15.6M5.07%013F-HRTimeline
United Asset Strategies, Inc.85,818$5.49M0.47%-15513F-HRTimeline
OBSIDIAN CIO, LLC62,565$4M0.58%+2,96413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,347$3.61M0.01%new13F-HR/ATimelineGroup
CW Advisors, LLC43,940$2.81M0.03%013F-HRTimeline
WEALTH ALLIANCE, LLC28,474$1.82M0.2%013F-HRTimeline
Brookwood Investment Group LLC25,761$1.65M0.27%-12,44413F-HRTimeline
Mariner, LLCin group Mariner, LLC24,139$1.55M<0.01%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…21,424$1.37M0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG17,743$1.14M<0.01%-2,10513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,785$1.07M<0.01%013F-HR/ATimelineGroup
LPL Financial LLC16,478$1.05M<0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,890$1.02M0.03%013F-HRTimeline
Keystone Wealth Services, LLC15,558$996K0.24%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC15,164$971K0.24%013F-HRTimeline
Cambridge Investment Research Advisors,…13,080$837K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,809$628K<0.01%+12013F-HRTimelineGroup
Innovative Advisory Group, LLC9,497$608K0.52%013F-HRTimeline
Foundations Investment Advisors, LLC8,094$518K0.01%+4913F-HRTimeline
Mutual Advisors, LLC7,500$495K0.01%new13F-HRTimeline
Mason & Associates Inc7,600$486K0.11%013F-HRTimeline
SMART Wealth LLC5,958$381K0.12%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,611$365K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC5,337$342K0.03%-35413F-HRTimeline
Outlook Wealth Advisors, LLC4,996$320K0.08%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,907$314K0.02%013F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd4,574$301K0.01%+1,46013F-HRTimelineGroup
Cetera Investment Advisers4,700$301K<0.01%013F-HRTimeline
Bison Wealth, LLC4,534$290K0.02%-56413F-HRTimeline
REAP Financial Group, LLC4,534$290K0.07%-56413F-HRTimeline
Texas Yale Capital Corp.4,200$269K0.01%013F-HRTimeline
Fulton Bank, N.A.4,060$262K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,871$252K<0.01%-6413F-HRTimeline
Abound Wealth Management3,645$233K0.07%013F-HRTimeline
Coppell Advisory Solutions LLC3,559$232K0.03%-2513F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,582$229K<0.01%013F-HRTimelineGroup
Lokken Investment Group LLC3,574$229K0.09%013F-HRTimeline
Integrated Advisors Network LLC3,350$214K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,223$206K<0.01%-3013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,958$189K<0.01%-4113F-HRTimelineGroup
Ridgewood Investments LLC1,500$96K0.04%013F-HRTimeline
EASTERN BANK593$38.6K<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.