Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
OZ holding history
Belpointe PREP, LLC in every 13F filed by Abound Wealth Management, 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 Q2 2026 holdings
- Shares (Q2 2026)
- 3,645
- Value
- $165.1K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,645 | $165.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 3,645 | $193.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 3,645 | $237.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 3,645 | $233.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,645 | $233.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 3,645 | $235.1K | 0.1% | +3,645 | New | Holders |