Security key
080694102
- Security type / class
- Equity / Class A Units
- Total 13F shares
- 883,127
- Total 13F value
- $88,367,429
- Share change
- +869,855
- SEC-reported price per share
- $100.06
- Number of holders
- 25
- Value change
- +$87,039,429
- Number of buys
- 24
- Shares outstanding
- 3,528,890
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2021
Institutions
25
Top holders
10
OZ full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2022
Belpointe PREP, LLC SEC filings
Belpointe PREP, LLC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 080694102
Recent filing periods:
Ownership snapshot
Top reported holders of OZ - Belpointe PREP, LLC - Class A Units (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Precision Wealth Strategi...
Disclosed value leader
Precision Wealth Strategi...
Comparable rows
1/3
Latest evidence
24 Nov 2021
13D/G
3/4/5
Lead comparable stake: 6.5%
2 rows are not safely comparable across share classes.
13D/G row: Precision Wealth Strategies, LLC
Quick read
Precision Wealth Strategies, LLC leads the comparable SEC ownership view at 6.5%.
1 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Precision Wealth Strategies, LLC's linked filing trail.
Comparable ownership
Top 1
Precision Wealth Strategies, LLC
6.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Precision Wealth Strategies, LLC |
13D/G
|
6.5%
|
$14,539,181
235,796 shares
|
$0 | 24 Nov 2021 |
| Brandon E. Lacoff |
3/4/5
Chief Executive Officer, Director
|
—
mixed-class rows
|
—
100,108 shares
mixed-class rows
|
— | 13 Oct 2021 |
| Martin Lacoff |
3/4/5
Principal Financial Officer, Director
|
—
class O/S missing
|
—
12 shares
|
— | 13 Oct 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
25
Shares
883,127
Rows available
25
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2021 vs Q4 2025 Across Filers
Q4 2025 holders
46
Q4 2021 holders
25
Holder diff
-21
| Investor | Q4 2025 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q4 2025 value | Q4 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend