Position in OZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$206,386
-$36,099 QoQ
Shares Held
4,557
-0.0% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4
of 6 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026Accurate Wealth Management, LLC holds $206,386 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
|
4,557 | $206,386 |
All Filings in OZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,386 | 4,557 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $242,485 | 4,558 | Shares | Sole | 2026-04-23 | |
| 2023-03-31 | $427,540 | 4,558 | Shares | Sole | 2023-04-13 | |
| 2022-09-30 | $722,131 | 8,551 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $761,629 | 7,794 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $778,720 | 7,795 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||