BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 39 filers reported holding BELPOINTE PREP LLC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,440,222 | -0.4% | 28,474 | 0.0% | 0.38% | +5.2% |
Q2 2023 | $2,449,903 | -8.3% | 28,474 | 0.0% | 0.37% | -15.5% |
Q1 2023 | $2,670,861 | +16.2% | 28,474 | +23.9% | 0.43% | +6.1% |
Q4 2022 | $2,297,900 | -4.5% | 22,979 | -19.3% | 0.41% | -14.1% |
Q3 2022 | $2,405,000 | -13.6% | 28,474 | 0.0% | 0.48% | -11.0% |
Q2 2022 | $2,782,000 | -2.2% | 28,474 | 0.0% | 0.53% | -8.2% |
Q1 2022 | $2,845,000 | -0.1% | 28,474 | 0.0% | 0.58% | +1.6% |
Q4 2021 | $2,849,000 | – | 28,474 | – | 0.57% | – |
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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% |