Position in OZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,037,639
-$2,357,744 QoQ
Shares Held
22,911
-64.1% QoQ
Ownership
0.565%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 43 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $1,037,639 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
|
22,911 | $1,037,639 |
All Filings in OZ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,639 | 22,911 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,395,383 | 63,823 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,176,421 | 64,223 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||