Outlook Wealth Advisors, LLC

Position in OZ — Belpointe PREP, LLC

CIK 1767151 SHENANDOAH, TX

Position in OZ

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$226,268

-$39,519 QoQ

Shares Held

4,996

0.0% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#30

of 43 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $226,268 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	4,996	$226,268

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,268	4,996	0.0%	Shares	Sole	2026-08-03
2026-03-31	$265,787	4,996	0.0%	Shares	Sole	2026-04-17
2025-12-31	$324,889	4,996	0.0%	Shares	Sole	2026-02-11
2025-09-30	$319,744	4,996	0.0%	Shares	Sole	2025-10-30
2025-06-30	$325,114	4,996	0.0%	Shares	Sole	2025-08-11
2025-03-31	$322,242	4,996	0.0%	Shares	Sole	2025-04-14
2024-12-31	$386,690	4,996	0.0%	Shares	Sole	2025-01-14
2024-09-30	$344,823	4,996	0.0%	Shares	Sole	2024-10-23
2024-06-30	$289,268	4,996	0.0%	Shares	Sole	2024-07-18
2024-03-31	$304,206	4,996	0.0%	Shares	Sole	2024-04-22
2023-12-31	$385,941	4,996	0.0%	Shares	Sole	2024-01-29
2023-09-30	$428,157	4,996	0.0%	Shares	Sole	2023-10-10
2023-06-30	$434,652	4,996	0.0%	Shares	Sole	2023-07-10
2023-03-31	$468,624	4,996	0.0%	Shares	Sole	2023-04-18
2022-12-31	$499,600	4,996	0.0%	Shares	Sole	2023-02-14
2022-09-30	$421,912	4,996	0.0%	Shares	Sole	2022-10-25
2022-06-30	$488,209	4,996	0.0%	Shares	Sole	2022-07-28
2022-03-31	$499,100	4,996	0.0%	Shares	Sole	2022-07-28
2021-12-31	$499,949	4,996	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.