Belpointe Prep, Llc · AMEX:OZ
Belpointe Prep, Llc shareholders
As of Jun 30, 2026, 43 institutions reported holding Belpointe Prep, Llc, 31.5% of its shares. Largest: Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Precision Wealth Strategies, LLC and Belpointe Asset Management LLC. New holders, exits, insiders and big stakes, each with its filing.
| Holder | Shares | % of Belpointe Prep, Llc | Change | Filed |
|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 241K | 5.9% | −5,614 | Jul 15, 2026 |
| Precision Wealth Strategies, LLC | 235K | 5.8% | −5,687 | Aug 10, 2026 |
| Belpointe Asset Management LLC | 218K | 5.4% | −8,858 | Jul 31, 2026 |
| Osaic Holdings, Inc. | 94,077 | 2.3% | no change | Aug 14, 2026 |
| United Asset Strategies, Inc. | 88,722 | 2.2% | −632 | Jul 13, 2026 |
| Brookwood Investment Group LLC | 35,995 | 0.89% | −1,876 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | 26,160 | 0.65% | +13,080 | Jul 30, 2026 |
| LPL Financial LLC | 25,517 | 0.63% | +9,064 | Aug 7, 2026 |
| Mason & Associates Inc | 24,640 | 0.61% | −700 | Jul 23, 2026 |
| Wealth Alliance, LLC | 22,979 | 0.57% | no change | Aug 11, 2026 |