Peak Planning Group, LLC

SEC CIK: 0002097384
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

OZ holding history

Belpointe PREP, LLC in every 13F filed by Peak Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OZ overview All 13F holders of OZ Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of OZ by Peak Planning Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−5,046−100.0%	Sold out	Holders
Q2 2023	5,046	$434.2K	0.3%	−7,454−59.6%	Reduced	Holders
Q1 2023	12,500	$1.17M	1.0%	−4,000−24.2%	Reduced	Holders
Q4 2022	16,500	$1.65M	1.5%	+16,500	New	Holders