CUSIP 080694102UNIT RP LTD LB AOZQ4 2025
Aggregate 13F value by quarter
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46 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 248.1K | $16.13M | −699 | Reduced |
| 2 | Precision Wealth Strategies, LLC | 247.0K | $16.06M | 0 | Held |
| 3 | Belpointe Asset Management LLC | 219.2K | $14.26M | −87.2K | Reduced |
| 4 | United Asset Strategies, Inc. |
| 89.4K |
| $5.81M |
| +3.9K |
| Added |
| 5 | Lido Advisors, LLC | 64.2K | $4.18M | +64.2K | New |
| 6 | Osaic Holdings, Inc. | 56.3K | $3.66M | 0 | Held |
| 7 | Brookwood Investment Group LLC | 29.8K | $1.94M | −41 | Reduced |
| 8 | Wealth Alliance, LLC | 28.5K | $1.85M | 0 | Held |
| 9 | Mason & Associates Inc | 25.4K | $1.65M | +17.8K | Added |
| 10 | Robertson Stephens Wealth Management, LLC | 21.2K | $1.38M | −221 | Reduced |
See every fund holding Belpointe Prep LLC, with full quarter-over-quarter share changes.
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