Robertson Stephens Wealth Management, LLC
Position in OZ — Belpointe PREP, LLC
CIK 1767307
San Francisco, CA
Position in OZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$960,283
-$167,716 QoQ
Shares Held
21,203
0.0% QoQ
Ownership
0.523%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#12
of 43 holders
Holding Since
Sep 2024
8 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, 2026Robertson Stephens Wealth Management, LLC holds $960,283 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
|
21,203 | $960,283 |
All Filings in OZ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,283 | 21,203 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,127,999 | 21,203 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,378,831 | 21,203 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,371,136 | 21,424 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,394,166 | 21,424 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,381,848 | 21,424 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,658,217 | 21,424 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,478,684 | 21,424 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||