Significant Ownership of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Signature - Title
/s/ Justin Buller - Chief Compliance Officer
Location
Seattle, WA
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management.

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Significant Ownership of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
OZ Belpointe PREP, LLC Class A Units 7% $16,132,707 -$537,018 248,081 -3.2% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31 Dec 2025
PBP INVESCO EXCHANGE-TRADED FUND TRUST Invesco S&P 500 BuyWrite ETF 0.64% $2,064,590 -$693,318 90,434 -25% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 04 Nov 2025

Schedules 13D/G Reported by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.