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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 2025-09-30, 1,365,277 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
45
New
5
Added
5
Reduced
12
Sold out
3
Shares held by filers
1,365,277

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC306,367$19.6M0.75%-86413F-HRTimeline
Empirical Financial Services, LLC d.b.a…248,780$15.9M0.32%-2,47513F-HRTimeline
Precision Wealth Strategies, LLC246,962$15.8M5.13%+3,03113F-HRTimeline
United Asset Strategies, Inc.85,419$5.47M0.44%-39913F-HRTimeline
OBSIDIAN CIO, LLC62,366$3.99M0.52%-19913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,347$3.61M0.01%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.30,700$1.96M0.1%new13F-HRTimelineGroup
Brookwood Investment Group LLC29,876$1.91M0.25%+4,11513F-HRTimeline
WEALTH ALLIANCE, LLC28,474$1.82M0.19%013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,879$1.4M<0.01%-2,26013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…21,424$1.37M0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,360$1.18M<0.01%+1,57513F-HRTimelineGroup
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$996K0.22%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC15,141$969K0.23%-2313F-HRTimeline
Cambridge Investment Research Advisors,…13,080$837K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,539$674K<0.01%+73013F-HRTimelineGroup
Innovative Advisory Group, LLC9,497$608K0.4%013F-HRTimeline
Mason & Associates Inc7,600$486K0.1%013F-HRTimeline
Mutual Advisors, LLC7,500$473K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC6,897$441K0.01%-1,19713F-HRTimeline
SMART Wealth LLC5,956$381K0.14%-213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,808$372K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC5,611$359K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC5,337$342K0.02%013F-HRTimeline
Outlook Wealth Advisors, LLC4,996$320K0.08%013F-HRTimeline
UBS Group AGin group UBS Group AG4,950$317K<0.01%-12,79313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,869$312K0.02%-3813F-HRTimeline
Cetera Investment Advisers4,700$301K<0.01%013F-HRTimeline
REAP Financial Group, LLC4,534$290K0.06%013F-HRTimeline
Texas Yale Capital Corp.4,200$269K0.01%013F-HRTimeline
Fulton Bank, N.A.4,060$260K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,935$252K<0.01%+6413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,900$250K<0.01%new13F-HRTimeline
Abound Wealth Management3,645$233K0.06%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,582$229K<0.01%013F-HRTimelineGroup
Lokken Investment Group LLC3,574$229K0.08%013F-HRTimeline
Coppell Advisory Solutions LLC3,559$228K0.02%013F-HRTimeline
Integrated Advisors Network LLC3,350$214K0.01%013F-HRTimeline
AE Wealth Management LLC3,280$210K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,195$204K<0.01%-2813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,504$160K<0.01%-45413F-HR/ATimelineGroup
EASTERN BANK593$38K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.