What does CUSIP 080694102 represent in this 13F holders report?

CUSIP 080694102 is the security identifier for OZ - Belpointe PREP, LLC - Class A Units used to aggregate holder disclosures.

How many institutions held OZ - Belpointe PREP, LLC - Class A Units in Q2 2023?

38 institutional investors reported OZ - Belpointe PREP, LLC - Class A Units for Q2 2023. Use the holders table for investor-level position and value details.

Belpointe PREP, LLC - Class A Units (OZ)

CUSIP: 080694102

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / Class A Units
Shares outstanding: 3,528,890
Total 13F shares: 1,389,533
Share change: -11,612
Total reported value: $119,534,397
Price per share: $86.04
Number of holders: 38
Value change: -$1,179,207
Number of buys: 6
Number of sells: 11

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: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 080694102:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	13F	Company	8%	281,764	$26,429,464	—	31 Mar 2023	13F
Precision Wealth Strategies, LLC	13F 13D/G	Company	6.5% from 13D/G	241,741	$22,675,306	—	31 Mar 2023	13F 13D/G
Belpointe Asset Management LLC	13F	Company	6.3%	222,321	$20,853,710	—	31 Mar 2023	13F
Bank of New York Mellon Corp	13F	Company	3%	107,000	$10,036,600	—	31 Mar 2023	13F
AE Wealth Management LLC	13F	Company	3%	104,810	$9,831,185	—	31 Mar 2023	13F
United Asset Strategies, Inc.	13F	Company	2.7%	95,253	$8,934,731	—	31 Mar 2023	13F
LINCOLN NATIONAL CORP	13F	Company	1.6%	55,000	$5,159,000	—	31 Mar 2023	13F
WEALTH ALLIANCE, LLC	13F	Company	0.81%	28,474	$2,670,861	—	31 Mar 2023	13F
OBSIDIAN CIO, LLC	13F	Company	0.69%	24,436	$2,292,097	—	31 Mar 2023	13F
B.O.S.S. Retirement Advisors, LLC	13F	Company	0.68%	24,115	$2,261,987	—	31 Mar 2023	13F
Mariner, LLC	13F	Company	0.61%	21,670	$2,033,000	—	31 Mar 2023	13F
Rockefeller Capital Management L.P.	13F	Company	0.51%	17,835	$1,672,000	—	31 Mar 2023	13F
Mason & Associates Inc	13F	Company	0.39%	13,663	$1,281,589	—	31 Mar 2023	13F
Keystone Wealth Services, LLC	13F	Company	0.38%	13,272	$1,244,914	—	31 Mar 2023	13F
Kestra Advisory Services, LLC	13F	Company	0.33%	11,674	$1,095,021	—	31 Mar 2023	13F
SHEETS SMITH WEALTH MANAGEMENT	13F	Company	0.32%	11,183	$1,048,965	—	31 Mar 2023	13F
MORGAN STANLEY	13F	Company	0.32%	11,146	$1,045,495	—	31 Mar 2023	13F
Authentikos Wealth Advisory, LLC	13F	Company	0.27%	9,596	$959,600	—	31 Mar 2023	13F
CWM, LLC	13F	Company	0.21%	7,500	$704,000	—	31 Mar 2023	13F
Outlook Wealth Advisors, LLC	13F	Company	0.14%	4,996	$468,625	—	31 Mar 2023	13F
Shay Capital LLC	13F	Company	0.14%	4,933	$462,715	—	31 Mar 2023	13F
Accurate Wealth Management, LLC	13F	Company	0.13%	4,558	$424,669	—	31 Mar 2023	13F
Cetera Advisors LLC	13F	Company	0.13%	4,430	$415,534	—	31 Mar 2023	13F
Texas Yale Capital Corp.	13F	Company	0.12%	4,200	$393,960	—	31 Mar 2023	13F
FULTON BANK, N.A.	13F	Company	0.12%	4,060	$380,828	—	31 Mar 2023	13F
UBS Group AG	13F	Company	0.11%	4,050	$379,890	—	31 Mar 2023	13F
SMART Wealth LLC	13F	Company	0.11%	3,935	$369,103	—	31 Mar 2023	13F
Coppell Advisory Solutions Corp.	13F	Company	0.1%	3,609	$336,900	—	31 Mar 2023	13F
Coppell Advisory Solutions LLC	13F	Company	0.1%	3,609	$336,900	—	31 Mar 2023	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	0.1%	3,582	$335,992	—	31 Mar 2023	13F
Lokken Investment Group LLC	13F	Company	0.1%	3,399	$318,826	—	31 Mar 2023	13F
Integrated Advisors Network LLC	13F	Company	0.09%	3,350	$314,230	—	31 Mar 2023	13F
Merit Financial Group, LLC	13F	Company	0.09%	3,150	$295,470	—	31 Mar 2023	13F
Compound Planning, Inc.	13F	Company	0.07%	2,584	$242,379	—	31 Mar 2023	13F
Ranch Capital Advisors Inc.	13F	Company	0.07%	2,470	$231,686	—	31 Mar 2023	13F
Ridgewood Investments LLC	13F	Company	0.04%	1,500	$140,700	—	31 Mar 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.04%	1,278	$119,876	—	31 Mar 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	0.02%	683	$64,065	—	31 Mar 2023	13F
CAMBRIDGE TRUST CO	13F	Company	0.02%	593	$55,623	—	31 Mar 2023	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	0.01%	318	$29,000	—	31 Mar 2023	13F
JANICZEK WEALTH MANAGEMENT, LLC	13F	Company	0.01%	222	$20,810	—	31 Mar 2023	13F
BANK OF AMERICA CORP /DE/	13F	Company	0%	2	$188	—	31 Mar 2023	13F
Brandon E. Lacoff	3/4/5	Chief Executive Officer, Director	— mixed-class rows	100,108 mixed-class rows	—	—	13 Oct 2021	3/4/5
Martin Lacoff	3/4/5	Principal Financial Officer, Director	— class O/S missing	12	—	—	13 Oct 2021	3/4/5

Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q2 2023

As of 30 Jun 2023, Belpointe PREP, LLC - Class A Units (OZ) was held by 38 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,389,533 shares. The largest 10 holders included Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Belpointe Asset Management LLC, Precision Wealth Strategies, LLC, Bank of New York Mellon Corp, United Asset Strategies, Inc., AE Wealth Management LLC, LINCOLN NATIONAL CORP, Ratio Wealth Group, Wealth Alliance, and B.O.S.S. Retirement Advisors, LLC. This page lists 38 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Q2 2023 holders

Holder diff

-4

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 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.