BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 27 filers reported holding BELPOINTE PREP LLC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,279,991 | +1.0% | 96,616 | +1.4% | 1.07% | +4.7% |
| Q2 2023 | $8,195,568 | -8.3% | 95,253 | 0.0% | 1.02% | -13.3% |
| Q1 2023 | $8,934,731 | -7.2% | 95,253 | -1.0% | 1.18% | -12.1% |
| Q4 2022 | $9,625,100 | +14.8% | 96,251 | -3.1% | 1.34% | +4.2% |
| Q3 2022 | $8,385,000 | -15.7% | 99,294 | -2.4% | 1.29% | -11.1% |
| Q2 2022 | $9,941,000 | +5.7% | 101,727 | +8.3% | 1.45% | +29.4% |
| Q4 2021 | $9,403,000 | – | 93,969 | – | 1.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Precision Wealth Strategies, LLC | 241,741 | $24,174,100 | 25.20% |
| Belpointe Asset Management LLC | 238,095 | $23,809,500 | 1.44% |
| United Asset Strategies, Inc. | 96,251 | $9,625,100 | 1.34% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 257,739 | $25,773,900 | 1.21% |
| Lloyd Advisory Services, LLC. | 17,158 | $1,716 | 1.19% |
| Fountainhead AM, LLC | 24,436 | $2,444,000 | 1.10% |
| Ratio Wealth Group | 36,790 | $3,679,000 | 1.04% |
| B.O.S.S. Retirement Advisors, LLC | 24,115 | $2,411,500 | 0.62% |
| Keystone Wealth Services, LLC | 13,272 | $1,327,200 | 0.58% |
| Claraphi Advisory Network, LLC | 13,218 | $1,321,740 | 0.53% |