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 | $1,137,410 | -0.4% | 13,272 | 0.0% | 0.43% | +1.2% |
| Q2 2023 | $1,141,923 | -8.3% | 13,272 | 0.0% | 0.43% | -16.1% |
| Q1 2023 | $1,244,914 | -6.2% | 13,272 | 0.0% | 0.51% | -12.1% |
| Q4 2022 | $1,327,200 | +18.4% | 13,272 | 0.0% | 0.58% | +9.5% |
| Q3 2022 | $1,121,000 | -13.6% | 13,272 | 0.0% | 0.53% | -8.8% |
| Q2 2022 | $1,297,000 | -2.2% | 13,272 | 0.0% | 0.58% | +10.3% |
| Q1 2022 | $1,326,000 | -0.2% | 13,272 | 0.0% | 0.53% | -2.4% |
| Q4 2021 | $1,328,000 | – | 13,272 | – | 0.54% | – |
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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% |