Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - BELPOINTE PREP LLC ownership

BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 33 filers reported holding BELPOINTE PREP LLC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of BELPOINTE PREP LLC
ValueSharesWeighting
Q3 2023$12,529,769
-46.8%
146,205
-46.6%
0.49%
-48.2%
Q2 2023$23,537,275
-10.9%
273,562
-2.9%
0.95%
-17.4%
Q1 2023$26,429,464
+2.5%
281,764
+9.3%
1.15%
-5.6%
Q4 2022$25,773,900
+7.3%
257,739
+7.4%
1.21%
-3.5%
Q3 2022$24,015,000
+3.9%
240,027
+1.5%
1.26%
+3.8%
Q2 2022$23,103,000
-2.5%
236,423
-0.3%
1.21%
+2.5%
Q1 2022$23,700,000
+4.8%
237,236
+5.0%
1.18%
+4.7%
Q4 2021$22,604,000225,9311.13%
Other shareholders
BELPOINTE PREP LLC shareholders Q2 2022
NameSharesValueWeighting ↓
Precision Wealth Strategies, LLC 241,741$20,717,20422.47%
Belpointe Asset Management LLC 194,733$16,688,6181.73%
United Asset Strategies, Inc. 96,616$8,279,9911.07%
Ratio Wealth Group 36,790$3,152,9030.79%
Fountainhead AM, LLC 23,686$2,029,8900.71%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 146,205$12,529,7690.49%
B.O.S.S. Retirement Advisors, LLC 24,115$2,066,6560.44%
Keystone Wealth Services, LLC 13,272$1,137,4100.43%
Wealth Alliance 28,474$2,440,2220.38%
Mason & Associates Inc 13,663$1,170,9190.38%
View complete list of BELPOINTE PREP LLC shareholders