Belpointe PREP, LLC

Historical 13F Holders

Symbol
OZ
CUSIP
080694102
All holders as of
Q2 2026
Type
Equity
Class
UNIT RP LTD LB A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 080694102 since 12/18/2024, largest first.

Filer % of Class Filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13G/A 7.0% 1/29/2026
Event 12/31/2025
Precision Wealth Strategies, LLC 13G 6.5% 1/23/2025
Event 11/24/2021
Donnalley David James 13G 5.6% 10/16/2026
Event 10/15/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 11 419 k $17.2 M
2026 Q2 45 1.29 M $58.3 M
2026 Q1 47 1.36 M $72.1 M
2025 Q4 49 1.30 M $84.7 M
2025 Q3 45 1.37 M $87.4 M
2025 Q2 46 1.40 M $89.9 M
2025 Q1 46 1.35 M $87.4 M
2024 Q4 49 1.40 M $104 M
2024 Q3 41 1.34 M $92.5 M
2024 Q2 35 1.24 M $72.3 M
2024 Q1 40 1.26 M $76.3 M
2023 Q4 44 1.31 M $100 M
2023 Q3 40 1.19 M $102 M
2023 Q2 40 1.39 M $120 M
2023 Q1 44 1.38 M $130 M
2022 Q4 49 1.47 M $147 M
2022 Q3 38 1.41 M $124 M
2022 Q2 33 1.22 M $118 M
2022 Q1 27 971 k $97.0 M
2021 Q4 27 883 k $88.4 M