Keystone Wealth Services, LLC

Position in OZ — Belpointe PREP, LLC

CIK 1866189 PALM DESERT, CA

Position in OZ

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$827,685

-$184,051 QoQ

Shares Held

15,558

0.0% QoQ

Ownership

0.389%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

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

Real Estate · as of Mar 31, 2026

Keystone Wealth Services, LLC holds $827,685 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	15,558	$827,685

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$827,685	15,558	0.0%	Shares	Sole	2026-05-13
2025-12-31	$1,011,736	15,558	0.0%	Shares	Sole	2026-01-26
2025-09-30	$995,712	15,558	0.0%	Shares	Sole	2025-10-22
2025-06-30	$1,012,436	15,558	0.0%	Shares	Sole	2025-07-09
2025-03-31	$1,003,491	15,558	0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,204,189	15,558	0.0%	Shares	Sole	2025-02-06
2024-09-30	$1,073,813	15,558	0.0%	Shares	Sole	2024-10-15
2024-06-30	$900,808	15,558	0.0%	Shares	Sole	2024-07-12
2024-03-31	$947,326	15,558	0.0%	Shares	Sole	2024-04-12
2023-12-31	$1,201,855	15,558	+17.2%	Shares	Sole	2024-01-17
2023-09-30	$1,137,410	13,272	0.0%	Shares	Sole	2023-10-05
2023-06-30	$1,154,664	13,272	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,244,913	13,272	0.0%	Shares	Sole	2023-04-07
2022-12-31	$1,327,200	13,272	0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,120,820	13,272	0.0%	Shares	Sole	2022-11-01
2022-06-30	$1,296,939	13,272	0.0%	Shares	Sole	2022-07-13
2022-03-31	$1,325,872	13,272	0.0%	Shares	Sole	2022-04-21
2021-12-31	$1,328,129	13,272	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.