KINGSWOOD WEALTH ADVISORS, LLC OZ — BELPOINTE PREP LLC CLASS A

Ownership history in KINGSWOOD WEALTH ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

KINGSWOOD WEALTH ADVISORS, LLC reported BELPOINTE PREP LLC CLASS A (OZ) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows OZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KINGSWOOD WEALTH ADVISORS, LLC's position in BELPOINTE PREP LLC CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OZ stock page KINGSWOOD WEALTH ADVISORS, LLC fund profile KINGSWOOD WEALTH ADVISORS, LLC full holdings
How KINGSWOOD WEALTH ADVISORS, LLC held OZ — position size vs. price
% of Fund (quarterly)    OZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,337 — 0% 0.01% $242K 2026-07-27 $45.17
2026 Q1 ADDED — — — 5,337 +1,059 +24.8% 0.01% $284K 2026-04-28 $51.00
2025 Q4 REDUCED 19.8% -18.2% ✅ 4,278 -1,059 -19.8% 0.01% $278K 2026-01-28 $52.12
2025 Q3 UNCHANGED — — — 5,337 — 0% 0.02% $342K 2025-10-23 $62.59
2025 Q2 REDUCED 53.1% -1.6% ✅ 5,337 -6,045 -53.1% 0.03% $342K 2025-07-23 $66.01
2025 Q1 UNCHANGED — — — 11,382 — 0% 0.03% $808K 2025-04-21 $63.60
2024 Q4 INITIATED — — — 11,382 — — 0.07% $881K 2025-01-22 $61.00

🏢 Other funds also holding OZ

As of 2026 Q2 — sorted by position size

United Asset Strategies, Inc. 3Y 7Y 0.28% Brookwood Investment Group LLC 0.18% B.O.S.S. Retirement Advisors, LLC 3Y 0.18% Mason & Associates Inc 3Y 0.18% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.16% Walser Wealth Management Company, A Ltd Liability Co 0.11% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.1% Abound Wealth Management 0.03% Robertson Stephens Wealth Management, LLC 3Y 7Y 0.02% Accurate Wealth Management, LLC 3Y 0.02%

FAQ About KINGSWOOD WEALTH ADVISORS, LLC and OZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has KINGSWOOD WEALTH ADVISORS, LLC reported owning OZ?

KINGSWOOD WEALTH ADVISORS, LLC reported OZ across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported OZ position in KINGSWOOD WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for OZ was 0.07% in 2024 Q4.

What is the latest reported OZ position on this page?

The most recent filing on this page is 2026 Q2, when KINGSWOOD WEALTH ADVISORS, LLC reported 5,337 shares, equal to 0.01% of portfolio, with an estimated market value of $242K.

What does the chart on this OZ ownership page compare?

The chart compares KINGSWOOD WEALTH ADVISORS, LLC's quarterly OZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KINGSWOOD WEALTH ADVISORS, LLC time their OZ position?

Based on 13F filing dates vs. subsequent OZ price moves, KINGSWOOD WEALTH ADVISORS, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on OZ relative to SPY over the holding period was -28.9%.

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