Position in OZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$280,209
-$48,939 QoQ
Shares Held
6,187
0.0% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#24
of 43 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026LANE BROTHERS & CO INC holds $280,209 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
|
6,187 | $280,209 |
All Filings in OZ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,209 | 6,187 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $329,148 | 6,187 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $402,340 | 6,187 | Shares | Sole | 2026-03-13 | |
| No filing history on record for this holder in this stock. | ||||||