BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 42 filers reported holding BELPOINTE PREP LLC in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,940 | -0.4% | 4,200 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $361,368 | -8.3% | 4,200 | 0.0% | 0.02% | -15.0% |
| Q1 2023 | $393,960 | -6.2% | 4,200 | 0.0% | 0.02% | -16.7% |
| Q4 2022 | $420,000 | +18.3% | 4,200 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $355,000 | -13.4% | 4,200 | 0.0% | 0.02% | -14.8% |
| Q2 2022 | $410,000 | -2.4% | 4,200 | 0.0% | 0.03% | +17.4% |
| Q1 2022 | $420,000 | 0.0% | 4,200 | 0.0% | 0.02% | +9.5% |
| Q4 2021 | $420,000 | – | 4,200 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Precision Wealth Strategies, LLC | 260,110 | $24,726,000 | 19.45% |
| United Asset Strategies, Inc. | 101,727 | $9,941,000 | 1.45% |
| Lloyd Advisory Services, LLC. | 17,158 | $1,677,000 | 1.31% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 236,423 | $23,103,000 | 1.21% |
| Ratio Wealth Group | 22,584 | $2,206,908 | 0.72% |
| Belpointe Asset Management LLC | 106,309 | $10,389,000 | 0.70% |
| Fountainhead AM, LLC | 12,676 | $1,239,000 | 0.67% |
| Keystone Wealth Services, LLC | 13,272 | $1,297,000 | 0.58% |
| Wealth Alliance | 28,474 | $2,782,000 | 0.53% |
| Accurate Wealth Management, LLC | 7,794 | $749,000 | 0.41% |