Position in OZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$986,552
-$172,303 QoQ
Shares Held
21,783
0.0% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3
of 6 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $986,552 across 1 Real Estate - Development name. OZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZ |
Belpointe PREP, LLC
This page
|
21,783 | $986,552 |
All Filings in OZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,552 | 21,783 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,158,855 | 21,783 | Shares | Sole | 2026-04-16 | |
| 2023-03-31 | $1,048,965 | 11,183 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $1,118,300 | 11,183 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $944,404 | 11,183 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,092,802 | 11,183 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||