Position in OZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$677,493
-$125,614 QoQ
Shares Held
14,959
-0.9% QoQ
Ownership
0.369%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#17
of 43 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026B.O.S.S. Retirement Advisors, LLC holds $677,493 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
|
14,959 | $677,493 |
All Filings in OZ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,493 | 14,959 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $803,107 | 15,096 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $981,692 | 15,096 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $969,024 | 15,141 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $986,797 | 15,164 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $978,078 | 15,164 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,177,408 | 15,212 | Shares | Sole | 2025-01-21 | |
| 2023-12-31 | $1,862,883 | 24,115 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,066,655 | 24,115 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,098,005 | 24,115 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,261,987 | 24,115 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,411,500 | 24,115 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||