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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 2025-12-31, 1,302,838 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
49
13F filers
49
New
4
Added
6
Reduced
14
Sold out
2
Shares held by filers
1,302,838

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…248,081$16.1M0.29%-69913F-HRTimeline
Precision Wealth Strategies, LLC246,962$16.1M5.2%013F-HRTimeline
Belpointe Asset Management LLC219,217$14.3M0.51%-87,15013F-HRTimeline
United Asset Strategies, Inc.89,354$5.81M0.45%+3,93513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC64,223$4.18M0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,347$3.66M0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC29,835$1.94M0.23%-4113F-HRTimeline
WEALTH ALLIANCE, LLC28,474$1.85M0.18%013F-HRTimeline
Mason & Associates Inc25,440$1.65M0.31%+17,84013F-HRTimeline
Robertson Stephens Wealth Management, L…21,203$1.38M0.04%-22113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,360$1.19M<0.01%013F-HR/ATimelineGroup
Cetera Investment Advisers18,330$1.19M<0.01%+13,63013F-HRTimeline
Mariner, LLCin group Mariner, LLC17,489$1.14M<0.01%-4,39013F-HRTimelineGroup
LPL Financial LLC16,478$1.07M<0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,890$1.03M0.03%013F-HRTimeline
Keystone Wealth Services, LLC15,558$1.01M0.21%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC15,096$982K0.31%-4513F-HRTimeline
Cambridge Investment Research Advisors,…13,080$851K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,539$685K<0.01%013F-HRTimelineGroup
Innovative Advisory Group, LLC9,497$618K0.41%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,600$559K<0.01%new13F-HRTimeline
Hopwood Nicholas Hunter7,678$499K0.16%13F-HRTimeline
Mutual Advisors, LLC7,500$488K0.01%013F-HRTimeline
LANE BROTHERS & CO INC6,187$402K0.29%13F-HRTimeline
Coppell Advisory Solutions LLC6,150$401K0.04%+2,59113F-HRTimeline
Foundations Investment Advisors, LLC6,052$394K0.01%-84513F-HRTimeline
Walser Wealth Management Company, A Ltd…6,052$394K0.21%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,611$365K<0.01%013F-HRTimelineGroup
Outlook Wealth Advisors, LLC4,996$325K0.07%013F-HRTimeline
SMART Wealth LLC4,937$321K0.1%-1,01913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,869$317K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,858$316K<0.01%+1,66313F-HR/ATimelineGroup
REAP Financial Group, LLC4,504$293K0.06%-3013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,302$280K<0.01%-1,50613F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,278$278K0.01%-1,05913F-HRTimeline
UBS Group AGin group UBS Group AG4,248$276K<0.01%-70213F-HRTimelineGroup
Texas Yale Capital Corp.4,200$273K0.01%013F-HRTimeline
Fulton Bank, N.A.4,060$264K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,935$256K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,832$249K<0.01%+25013F-HRTimelineGroup
Abound Wealth Management3,645$237K0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,386$220K<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC3,350$218K0.01%013F-HRTimeline
AE Wealth Management LLC3,280$213K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,504$97.8K<0.01%-1,00013F-HRTimelineGroup
EASTERN BANK593$38.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…400$26K<0.01%new13F-HR/ATimelineGroup
OBSIDIAN CIO, LLC373$24.3K0.04%-61,99313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.