Belpointe Prep LLC Class AOZ
13F holders, Q4 2024 (December 31)48holders +8
8new positions
2sold out
$74.61avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Belpointe Prep LLC Class A (OZ) in their 13F filings, up 8 from Q3 2024. 8 opened new positions and 2 sold out. The largest holders were Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($19.8M), Belpointe Asset Management LLC ($19.2M) and Precision Wealth Strategies, LLC ($18.3M).
- Company
- Belpointe Prep LLC Class A
- CUSIP
- 080694102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.9M |
| Exits | 2 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 89,034 shares bought and 58,526 shares sold, net +30,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.54% | Reduce -2.2% | 256,339 | $19.8M |
| Belpointe Asset Management LLC | 1.16% | No change | 298,385 | $19.2M |
| Precision Wealth Strategies, LLC | 14.12% | Reduce -0.3% | 235,796 | $18.3M |
| United Asset Strategies, Inc. | 0.62% | Reduce -1.8% | 86,933 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | No change | 55,000 | $4.3M |
| Obsidian Cio, LLC | 0.73% | Add +12.1% | 51,802 | $4.0M |
| CW Advisors, LLC | 0.05% | Add +1.7% | 43,940 | $3.4M |
| Wealth Alliance, LLC | 0.26% | No change | 28,474 | $2.2M |
| Mariner, LLC | 0.00% | Add +10.5% | 27,775 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | No change | 21,424 | $1.7M |
| Lloyd Advisory Services, LLC. | 0.63% | No change | 17,158 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 16,785 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 16,578 | $1.3M |
| Laidlaw Wealth Management LLC | 0.54% | No change | 15,890 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | New | 15,890 | $1.2M |
| Keystone Wealth Services, LLC | 0.32% | No change | 15,558 | $1.2M |
| REAP Financial Group, LLC | 0.30% | Reduce -7.7% | 15,425 | $1.2M |
| Bison Wealth, LLC | 0.15% | — | 15,425 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.33% | New | 15,212 | $1.2M |
| Hilltop Holdings Inc. | 0.06% | New | 11,500 | $890K |
| Kingswood Wealth Advisors, LLC | 0.07% | New | 11,382 | $881K |
| StoneX Group Inc. | 0.04% | New | 10,341 | $800K |
| Innovative Advisory Group, LLC | 0.66% | — | 9,497 | $735K |
| Mason & Associates Inc | 0.14% | Reduce -21.6% | 7,600 | $588K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -62.2% | 6,186 | $479K |
| SMART Wealth LLC | 0.16% | No change | 5,960 | $461K |
| Foundations Investment Advisors, LLC | 0.01% | Add +23.5% | 5,659 | $438K |
| Brown Advisory Inc. | 0.00% | New | 5,611 | $434K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 4,996 | $387K |
| UBS Group AG | 0.00% | No change | 4,950 | $383K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | No change | 4,913 | $380K |
| Synergy Asset Management, LLC | 0.03% | No change | 5,225 | $368K |
| Cetera Investment Advisers | 0.00% | No change | 4,700 | $364K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,200 | $325K |
| Fulton Bank, N.A. | 0.01% | No change | 4,060 | $314K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,935 | $305K |
| Raymond James Financial Inc. | 0.00% | — | 3,582 | $277K |
| Lokken Investment Group LLC | 0.12% | No change | 3,574 | $277K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -0.1% | 3,584 | $272K |
| Integrated Advisors Network LLC | 0.01% | No change | 3,350 | $259K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,319 | $257K |
| AE Wealth Management LLC | 0.00% | No change | 3,280 | $254K |
| Morgan Stanley | 0.00% | Add +1.6% | 3,183 | $246K |
| Merit Financial Group, LLC | 0.00% | No change | 3,150 | $244K |
| Bank of America Corp. | 0.00% | Add +147800.0% | 2,958 | $229K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,739 | $212K |
| Ridgewood Investments LLC | 0.06% | No change | 1,500 | $116K |
| Eastern Bank | 0.00% | No change | 593 | $46K |
"% 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.