Precision Wealth Strategies, LLC

Position in OZ — Belpointe PREP, LLC

CIK 1844197 SAINT LOUIS, MO

Position in OZ

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$12,804,654

-$3,255,284 QoQ

Shares Held

240,689

-2.5% QoQ

Ownership

6.02%

of shares outstanding

% of Portfolio

8.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Precision Wealth Strategies, LLC holds $12,804,654 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	240,689	$12,804,654

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,804,654	240,689	-2.5%	Shares	Sole	2026-05-06
2025-12-31	$16,059,938	246,962	0.0%	Shares	Sole	2026-01-30
2025-09-30	$15,805,568	246,962	+1.2%	Shares	Sole	2025-10-16
2025-06-30	$15,873,809	243,931	0.0%	Shares	Sole	2025-07-18
2025-03-31	$15,733,549	243,931	+3.5%	Shares	Sole	2025-04-17
2024-12-31	$18,250,610	235,796	-0.3%	Shares	Sole	2025-01-24
2024-09-30	$16,322,608	236,491	-0.7%	Shares	Sole	2024-10-21
2024-06-30	$13,793,806	238,235	-1.3%	Shares	Sole	2024-08-05
2024-03-31	$14,694,522	241,329	0.0%	Shares	Sole	2024-05-01
2023-12-31	$18,642,665	241,329	-0.2%	Shares	Sole	2024-02-13
2023-09-30	$20,717,203	241,741	0.0%	Shares	Sole	2023-10-31
2023-06-30	$21,031,467	241,741	0.0%	Shares	Sole	2023-08-09
2023-03-31	$22,675,305	241,741	0.0%	Shares	Sole	2023-05-04
2022-12-31	$24,174,100	241,741	-7.3%	Shares	Sole	2023-02-07
2022-09-30	$22,013,159	260,665	+0.2%	Shares	Sole	2022-10-25
2022-06-30	$25,417,949	260,110	0.0%	Shares	Sole	2022-07-14
2022-03-31	$25,984,989	260,110	+233.1%	Shares	Sole	2022-05-04
2021-12-31	$7,815,166	78,097	—	Shares	Sole	2022-01-19
No filing history on record for this holder in this stock.