Ownership history in SMART Wealth LLC · 6 quarters on record
This page tracks every 13F SEC filing in which SMART Wealth 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 Q4 | REDUCED | 4,937 | -1,019 | -17.1% | 0.10% | $321K | $65.03 |
| 2025 Q3 | REDUCED | 5,956 | -2 | -0.0% | 0.14% | $381K | $64.00 |
| 2025 Q2 | UNCHANGED | 5,958 | — | 0% | 0.12% | $381K | $65.07 |
| 2025 Q1 | REDUCED | 5,958 | -2 | -0.0% | 0.14% | $384K | $64.50 |
| 2024 Q4 | REDUCED | 5,960 | -585 | -8.9% | 0.16% | $461K | $77.40 |
| 2024 Q3 | INITIATED | 6,545 | — | — | 0.49% | $654K | $69.02 |
As of 2025 Q4 — sorted by position size