Position in OZ
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$262,648
-$58,405 QoQ
Shares Held
4,937
0.0% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026SMART Wealth LLC holds $262,648 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
|
4,937 | $262,648 |
All Filings in OZ
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,648 | 4,937 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $321,053 | 4,937 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $381,184 | 5,956 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $387,716 | 5,958 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $384,291 | 5,958 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $461,304 | 5,960 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $411,359 | 5,960 | Shares | Sole | 2024-12-16 | |
| 2024-06-30 | $345,084 | 5,960 | Shares | Sole | 2024-12-16 | |
| 2024-03-31 | $362,904 | 5,960 | Shares | Sole | 2024-12-16 | |
| 2023-12-31 | $460,410 | 5,960 | Shares | Sole | 2024-12-16 | |
| 2023-09-30 | $337,229 | 3,935 | Shares | Sole | 2024-12-16 | |
| 2023-06-30 | $342,345 | 3,935 | Shares | Sole | 2024-12-16 | |
| 2023-03-31 | $369,103 | 3,935 | Shares | Sole | 2024-12-16 | |
| 2022-12-31 | $654,500 | 6,545 | Shares | Sole | 2024-12-16 | |
| No filing history on record for this holder in this stock. | ||||||