OZ

Belpointe Prep Llc

Latest period2024 - Q4Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Belpointe Prep Llc (OZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Belpointe Prep Llc (OZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Belpointe Prep Llc (OZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Belpointe Prep Llc (OZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas Mason@Mason & Associates Inc
Recent Activity
Decreased -21.64%
0.14%
$588,240
7,600 shares@ 77.4 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
0.12%
$386,690
4,996 shares@ 77.4 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
0.02%
$314,244
4,060 shares@ 77.4 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
0.01%
$243,810
3,150 shares@ 77.4 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
0.06%
$116,100
1,500 shares@ 77.4 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
0.01%
$45,898
593 shares@ 77.4 avg price