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Disclosery

OZ BELPOINTE PREP LLC

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

47 managers (47 13F filers) reported a position in OZ shares at 2026-03-31, 1,356,794 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
47
13F filers
47
New
7
Added
5
Reduced
10
Sold out
9
Shares held by filers
1,356,794

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Empirical Financial Services, LLC d.b.a…246,631$13.1M0.23%-1,45013F-HRTimeline
Precision Wealth Strategies, LLC240,689$12.8M4.25%-6,27313F-HRTimeline
Belpointe Asset Management LLC226,458$12M0.44%+7,24113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,077$5M0.01%+37,73013F-HRTimelineGroup
United Asset Strategies, Inc.89,354$4.75M0.38%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC63,823$3.4M0.01%-40013F-HRTimelineGroup
Brookwood Investment Group LLC37,871$2.01M0.26%+8,03613F-HRTimeline
Mason & Associates Inc25,340$1.31M0.25%-10013F-HRTimeline
WEALTH ALLIANCE, LLC22,979$1.22M0.12%-5,49513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT21,783$1.16M0.13%new13F-HRTimeline
Robertson Stephens Wealth Management, L…21,203$1.13M0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,360$977K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers18,330$975K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC17,489$930K<0.01%013F-HRTimelineGroup
LPL Financial LLC16,453$875K<0.01%-2513F-HRTimeline
Navis Wealth Advisors, LLC16,226$863K0.44%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,890$845K0.02%013F-HRTimeline
Keystone Wealth Services, LLC15,558$828K0.18%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC15,096$803K0.24%013F-HRTimeline
Cambridge Investment Research Advisors,…13,080$696K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,539$561K<0.01%013F-HRTimelineGroup
Innovative Advisory Group, LLC8,997$479K0.42%-50013F-HRTimeline
Foundations Investment Advisors, LLC8,014$426K0.01%+1,96213F-HRTimeline
Hopwood Nicholas Hunter7,678$408K0.13%013F-HRTimeline
Mutual Advisors, LLC7,500$399K0.01%013F-HRTimeline
LANE BROTHERS & CO INC6,187$329K0.24%013F-HRTimeline
Walser Wealth Management Company, A Ltd…6,052$322K0.14%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,611$299K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC5,337$284K0.01%+1,05913F-HRTimeline
NewEdge Wealth, LLC5,281$281K<0.01%new13F-HRTimeline
Outlook Wealth Advisors, LLC4,996$266K0.06%013F-HRTimeline
SMART Wealth LLC4,937$263K0.08%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,869$259K0.01%013F-HRTimeline
Accurate Wealth Management, LLC4,558$240K0.03%new13F-HRTimeline
Texas Yale Capital Corp.4,200$223K0.01%013F-HRTimeline
Fulton Bank, N.A.4,060$216K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,935$209K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,859$205K<0.01%new13F-HRTimelineGroup
Abound Wealth Management3,645$194K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG3,419$182K<0.01%-82913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,212$171K<0.01%-1,64613F-HRTimelineGroup
Hamrick Investment Counsel, llc1,270$67.6K0.04%new13F-HRTimeline
REAP Financial Group, LLC970$51.6K0.01%-3,53413F-HRTimeline
EASTERN BANK593$31.5K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC373$19.8K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7$364<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.