Quick Takeaways
- Precision Wealth Strategies, LLC filed SCHEDULE 13G for Belpointe PREP, LLC Class A Units (OZ).
- Disclosed ownership: 6.5%.
- Date of event: 24 Nov 2021.
Precision Wealth Strategies, LLC - 24 Nov 2021 SCHEDULE 13G Report for Belpointe PREP, LLC Class A Units (OZ)
- Filing Manager
- Precision Wealth Strategies, LLC
- Reporting Manager
- Precision Wealth Strategies, LLC
- Security
- Belpointe PREP, LLC Class A Units
- Symbol
- OZ
- Shares outstanding
- 3,627,631 shares
- Disclosed Ownership
- 235,796 shares
- Ownership
- 6.5%
- Form type
- SCHEDULE 13G
- Filing time
- 23 Jan 2025, 14:50:55 UTC
- Date of event
- 24 Nov 2021
- SEC
- View on sec.gov
Quoteable Key Fact
"Precision Wealth Strategies, LLC disclosed 6.5% ownership in Belpointe PREP, LLC Class A Units (OZ) on 24 Nov 2021."
What Changed
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 23 Jan 2025, 14:50.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (1)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Precision Wealth Strategies, LLC | 6.5% | 235,796 | 235,796 | 0 | Madeline Hedges | Chief Compliance Officer |