CWM, LLC
- SEC CIK
- 0001535847
- Latest filing
- May 14, 2026
OZ holding history
Belpointe PREP, LLC in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OZ overviewAll 13F holders of OZFull Q1 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −2,520−100.0% | Sold out | Holders |
| Q1 2024 | 2,520 | $153.0K | <0.1% | −4,980−66.4% | Reduced | Holders |
| Q4 2023 | 7,500 | $579.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 7,500 | $643.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 7,500 | $645.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 7,500 | $704.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 7,500 | $750.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 7,500 | $633.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 7,500 | $733.0K | <0.1% | +7,500 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −7,500−100.0% | Sold out | Holders |
| Q4 2021 | 7,500 | $751.0K | <0.1% | – | No prior filing | Holders |