Position in OZ
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$283,928
+$5,730 QoQ
Shares Held
5,337
+24.8% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $283,928 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 | $283,928 |
All Filings in OZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||