Position in OZ
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$165,082
-$28,832 QoQ
Shares Held
3,645
0.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#5
of 6 holders
Holding Since
Mar 2025
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, 2026Abound Wealth Management holds $165,225 across 2 Real Estate - Development names. OZ ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZ |
Belpointe PREP, LLC
This page
|
3,645 | $165,082 | |
| 2 | CCS |
Century Communities, Inc.
|
2 | $143 |
All Filings in OZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,082 | 3,645 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $193,914 | 3,645 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $237,034 | 3,645 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $233,280 | 3,645 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $237,198 | 3,645 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $235,102 | 3,645 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||