Innovative Advisory Group, LLC
- SEC CIK
- 0002156202
OZ holding history
Belpointe PREP, LLC
Every 13F filing in which Innovative Advisory Group, LLC reported holding OZ, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
OZ overviewAll 13F holders of OZFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 8,997 | $407.47K | 0.31% | 00.0% | Unchanged |
| Q1 2026 | 8,997 | $478.64K | 0.42% | −500−5.3% | Reduced |
| Q4 2025 | 9,497 | $617.59K | 0.41% | 00.0% | Unchanged |
| Q3 2025 | 9,497 | $607.81K | 0.40% | 00.0% | Unchanged |
| Q2 2025 | 9,497 | $607.9K | 0.52% | 00.0% | Unchanged |
| Q1 2025 | 9,497 | $612.56K | 0.58% | 00.0% | Unchanged |
| Q4 2024 | 9,497 | $735.07K | 0.66% | +9,497 | New |