- Type / Class
- Equity / Class A Units
- Shares outstanding
- 3,528,890
- Total 13F shares
- 883,127
- Share change
- +869,855
- Total reported value
- $88,367,429
- Price per share
- $100.06
- Number of holders
- 25
- Value change
- +$87,039,429
- Number of buys
- 24
Quarterly Holders Quick Answers
What is CUSIP 080694102?
CUSIP 080694102 identifies OZ - Belpointe PREP, LLC - Class A Units in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Newer quarter: Q1 2022
Recent filing periods for CUSIP 080694102:
Top shareholders of OZ - Belpointe PREP, LLC - Class A Units (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Precision Wealth Strategies, LLC |
13D/G
|
— |
6.5%
|
235,796
|
$14,539,181 | $0 | 24 Nov 2021 | |
| Brandon E. Lacoff |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
100,108
mixed-class rows
|
— | — | 13 Oct 2021 | |
| Martin Lacoff |
3/4/5
|
Principal Financial Officer, Director |
—
class O/S missing
|
12
|
— | — | 13 Oct 2021 |
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q4 2021
As of 31 Dec 2021,
Belpointe PREP, LLC - Class A Units (OZ) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
883,127 shares.
The largest 10 holders included
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Belpointe Asset Management LLC, AE Wealth Management LLC, United Asset Strategies, Inc., Precision Wealth Strategies, LLC, LINCOLN NATIONAL CORP, Bank of New York Mellon Corp, Wealth Alliance, RENAISSANCE TECHNOLOGIES LLC, and Ratio Wealth Group.
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.