Belpointe Prep LLC Class AOZ
13F holders, Q1 2024 (March 31)37holders
$60.89avg. 13F price*
At the end of Q1 2024, 37 institutions reported holding Belpointe Prep LLC Class A (OZ) in their 13F filings. The largest holders were Belpointe Asset Management LLC ($17.2M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($16.5M) and Precision Wealth Strategies, LLC ($14.7M).
- Company
- Belpointe Prep LLC Class A
- CUSIP
- 080694102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $551K |
| Exits | 6 | $4.6M |
Ownership 37 holders
| Belpointe Asset Management LLC | 1.29% | Add +43.0% | 282,334 | $17.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.51% | Reduce -1.5% | 270,928 | $16.5M |
| Precision Wealth Strategies, LLC | 13.89% | No change | 241,329 | $14.7M |
| United Asset Strategies, Inc. | 0.57% | Reduce -3.5% | 94,250 | $5.7M |
| Lincoln National Corp. | 0.05% | No change | 55,000 | $3.3M |
| Obsidian Cio, LLC | 0.61% | Add +45.9% | 40,746 | $2.5M |
| Ratio Wealth Group | 0.42% | No change | 36,790 | $2.2M |
| Wealth Alliance, LLC | 0.23% | No change | 28,474 | $1.7M |
| Mariner, LLC | 0.00% | Add +8.8% | 25,985 | $1.6M |
| REAP Financial Group, LLC | 0.35% | Reduce -53.5% | 21,245 | $1.3M |
| Compound Planning, Inc. | 0.10% | Add +93.1% | 18,583 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.6% | 16,785 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.4% | 16,349 | $995K |
| Keystone Wealth Services, LLC | 0.31% | No change | 15,558 | $947K |
| Mason & Associates Inc | 0.16% | No change | 9,700 | $591K |
| SMART Wealth LLC | 0.16% | No change | 5,960 | $363K |
| AE Wealth Management LLC | 0.00% | Reduce -92.5% | 5,242 | $319K |
| Cetera Investment Advisers | 0.00% | New | 5,230 | $318K |
| Synergy Asset Management, LLC | 0.05% | No change | 5,225 | $318K |
| Outlook Wealth Advisors, LLC | 0.09% | No change | 4,996 | $304K |
| UBS Group AG | 0.00% | No change | 4,950 | $301K |
| Foundations Investment Advisors, LLC | 0.01% | Add +11.6% | 4,345 | $265K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,200 | $256K |
| Fulton Bank, N.A. | 0.01% | No change | 4,060 | $247K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.3% | 3,901 | $238K |
| RMR Wealth Builders | 0.03% | New | 3,823 | $233K |
| Coppell Advisory Solutions Corp. | 0.04% | — | 3,609 | $220K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 3,582 | $218K |
| Lokken Investment Group LLC | 0.11% | Add +5.2% | 3,574 | $218K |
| Integrated Advisors Network LLC | 0.01% | No change | 3,350 | $204K |
| Morgan Stanley | 0.00% | Reduce -23.6% | 3,011 | $183K |
| Cwm, LLC | 0.00% | Reduce -66.4% | 2,520 | $153K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,313 | $80K |
| Royal Bank of Canada | 0.00% | Reduce -56.3% | 900 | $55K |
| Bank of America Corp. | 0.00% | Reduce -59.6% | 769 | $47K |
| Cambridge Trust Co. | 0.00% | No change | 593 | $36K |
| Creekmur Asset Management LLC | 0.00% | Reduce -45.3% | 145 | $9K |
"% of holder's portfolio" is OZ's weight in each manager's 13F, not the share of Belpointe Prep LLC Class A the manager owns.