OZ — BELPOINTE PREP LLC

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in BELPOINTE PREP LLC (OZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 3,900 — — 0.00% $250K $64.00
% of Fund (quarterly)    OZ price (monthly, adj. close)

Other funds also holding OZ

As of 2025 Q4 — sorted by position size

Precision Wealth Strategies, LLC 3Y 5.2% Belpointe Asset Management LLC 3Y 7Y 0.51% United Asset Strategies, Inc. 3Y 7Y 0.45% Mason & Associates Inc 3Y 0.31% LANE BROTHERS & CO INC 0.29% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.29% Keystone Wealth Services, LLC 3Y 0.21% Walser Wealth Management Company, A Ltd Liability Co 0.21% WEALTH ALLIANCE, LLC 3Y 0.18% SMART Wealth LLC 0.1%
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