Position in OZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$863,223
New position
Shares Held
16,226
first reported quarter
Ownership
0.406%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026Navis Wealth Advisors, LLC holds $863,223 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
|
16,226 | $863,223 |
All Filings in OZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $863,223 | 16,226 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||