Institutional Ownership
Belpointe Prep LLC
CUSIP 080694102UNIT RP LTD LB AOZQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
7.7%
Max % of class reported
Institutional Holders
45
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 29, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 29, 2026 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 7.0% | 248.1K | SEC |
| 2 | Jan 28, 2025 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 7.0% | 256.3K | SEC |
| 3 | Jan 23, 2025 | Precision Wealth Strategies, LLC | 13G | 6.5% | 235.8K | SEC |
| 4 | Feb 8, 2024 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 7.7% | 275.1K | SEC |
| 5 | Feb 7, 2023 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 7.5% | 257.7K | SEC |
| 6 | Feb 14, 2022 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G | 6.7% | 225.9K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 246.6K | $13.12M |
| 2 | Precision Wealth Strategies, LLC | 240.7K | $12.80M |
| 3 | Belpointe Asset Management LLC | 226.5K | $12.05M |
| 4 | Osaic Holdings, Inc. | 94.1K | $5.00M |
| 5 | United Asset Strategies, Inc. | 89.4K | $4.75M |
| 6 | Lido Advisors, LLC | 63.8K | $3.40M |
| 7 | Brookwood Investment Group LLC | 37.9K | $2.01M |
| 8 | Mason & Associates Inc | 25.3K | $1.31M |
| 9 | Wealth Alliance, LLC | 23.0K | $1.22M |
| 10 | Sheets Smith Wealth Management | 21.8K | $1.16M |