Daily notes / October 16, 2026

Donnalley David James filed a Schedule 13G for Belpointe Prep, LLC

Written by a model from the facts OQRO holds and checked against them, sentence by sentence of October 16, 2026. Published October 18, 2026. 2 min read.

Tall office buildings around Trinity Church in lower Manhattan seen from above, with the church spire between the towers. — Skyscrapers around Trinity Church, New York, 1905. Photo: Detroit Publishing Company (scan by the New York Public Library), Public domain (scan of a 1905 photograph, New York Public Library Digital Collections). Original

The short answer

Donnalley David James filed a Schedule 13G on Oct 16, 2026, reporting 219,539 shares, or 5.6% of the class of Belpointe Prep, LLC (OZ). The filing reports ownership, not a trade, and does not say when the shares were bought. Other records around the filing include short-interest data, prior-quarter 13F snapshots and price information.

What did Donnalley David James report?

The SEC Schedule 13G reports that Donnalley David James held 219,539 shares, 5.6% of the class of Belpointe Prep, LLC (OZ), in a filing dated Oct 16, 2026.

A Schedule 13G is an ownership filing, not a trade record. The filing does not say when the shares were bought.

What was recorded around the filing date?

OZ closed at $37.02 on Oct 15, 2026, the last session on or before the filing date. From Sep 15, 2026 to Oct 15, 2026, the close moved from $47.45 to $37.02, a change of −22.0%.

Those prices are context for the filing date; the filing does not explain the price move. Other news can also move a price.

What did short-interest data show?

FINRA short interest for OZ on the settlement date of Sep 30, 2026 was 108,094 shares, down −11.14% on the previous report, and about 4.47 days of average volume.

Short-interest data is a separate record from the Schedule 13G. The figures do not establish when Donnalley David James acquired shares.

What did earlier 13F filings show?

In 13F filings for the quarter ended Jun 30, 2026, no largest positions that grew were on record. The largest positions that shrank were Moneta Group Investment Advisors LLC (sold out) and Texas Yale Capital Corp. (sold out).

A 13F is a quarter-end snapshot with no trade date, so it does not provide the timing of trades.

What other coverage and dates are listed?

Finnhub listed the headline “Belpointe OZ Announces VIV Surpasses 80% Leased as Property Approaches Stabilization” as published by Yahoo on Oct 16, 2026. OQRO has not checked the headline and does not summarize the article.

The data provider lists Nov 12, 2026 as the next results date, 27 days after the filing date. Such dates can change. More information about the issuer is available at Belpointe Prep, LLC on OQRO.

What this does not tell you?

The Schedule 13G does not say when shares were bought, and the filing does not explain the share-price move. The 13F data is a quarter-end snapshot with no trade date; other news can move a price.

The headline is listed as published by the outlet, but OQRO has not checked it and does not summarize the article. This describes public filings and is not investment advice.

Sources

A model wrote this page from the facts OQRO holds; every number, date, name and link in it was checked against those facts before publication, and a text that failed the check was not published. It describes what was filed, not why, and it is not investment advice. How OQRO treats data