BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 37 filers reported holding BELPOINTE PREP LLC in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $22,604,000 | – | 225,931 | – | 1.13% | – |
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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% |