Position in OZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$241,712
-$42,216 QoQ
Shares Held
5,337
0.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 43 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $241,712 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
|
5,337 | $241,712 |
All Filings in OZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,712 | 5,337 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $283,928 | 5,337 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $278,198 | 4,278 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $341,568 | 5,337 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $347,305 | 5,337 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $367,069 | 5,691 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $880,966 | 11,382 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||