Foundations Investment Advisors, LLC
EndowmentPosition in OZ — Belpointe PREP, LLC
CIK 1743404
PHOENIX, AZ
Position in OZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,095
-$152,249 QoQ
Shares Held
6,052
-24.5% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 43 holders
Holding Since
Dec 2023
11 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, 2026Foundations Investment Advisors, LLC holds $274,095 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
|
6,052 | $274,095 |
All Filings in OZ
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,095 | 6,052 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $426,344 | 8,014 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $393,561 | 6,052 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $441,408 | 6,897 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $526,717 | 8,094 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $518,902 | 8,045 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $438,006 | 5,659 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $316,249 | 4,582 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $258,523 | 4,465 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $264,567 | 4,345 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $300,734 | 3,893 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||