Accurate Wealth Management
OZ icon

Accurate Wealth Management’s Belpointe PREP OZ Stock Holding History

Accurate Wealth Management’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,557
Closed -$206K – 626
2026
Q2 		$206K Sell
4,557
-1
-0% -$49 0.02% 554
2026
Q1 		$240K Buy
+4,558
New +$238K 0.03% 468
2023
Q2 		– Sell
-4,558
Closed -$425K – 283
2023
Q1 		$425K Buy
+4,558
New +$439K 0.15% 149
2022
Q4 		– Sell
-8,551
Closed -$1.36M – 1589
2022
Q3 		$1.36M Buy
8,551
+757
+10% +$74.4K 0.57% 43
2022
Q2 		$749K Sell
7,794
-1
-0% -$99 0.41% 53
2022
Q1 		$779K Buy
+7,795
New +$723K 0.35% 63

Other funds holding OZ

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
United Asset Strategies
United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Keystone Wealth Services
Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Accurate Wealth Management's OZ Position: Q3 2026 in Review

Accurate Wealth Management sold out of Belpointe PREP (OZ) in Q3 2026, closing a stake of 4,557 shares — an estimated $206K sold.

Accurate Wealth Management first reported a position in OZ in Q1 2022 and held it in 6 quarters. The position peaked at $1.36M in Q3 2022. 23 funds tracked by Wall St. Rank hold OZ as of Q3 2026.

  • Accurate Wealth Management reported no remaining Belpointe PREP position as of Q3 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 4,557 Belpointe PREP shares in Q3 2026, an estimated $206K.
  • Accurate Wealth Management first reported a position in Belpointe PREP in Q1 2022 and held it in 6 quarters.
  • Accurate Wealth Management's Belpointe PREP position peaked at $1.36M in Q3 2022.
  • 23 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.