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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,615 | +51.5% | 6,950 | +52.1% | 0.00% | – |
| Q2 2023 | $393,031 | +3.5% | 4,568 | +12.8% | 0.00% | – |
| Q1 2023 | $379,890 | -6.2% | 4,050 | 0.0% | 0.00% | – |
| Q4 2022 | $405,000 | +18.4% | 4,050 | 0.0% | 0.00% | – |
| Q3 2022 | $342,000 | -13.6% | 4,050 | 0.0% | 0.00% | – |
| Q2 2022 | $396,000 | -14.1% | 4,050 | -12.1% | 0.00% | – |
| Q1 2022 | $461,000 | – | 4,610 | – | 0.00% | – |
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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% |