Belpointe PREP LLC

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Belpointe PREP LLC
TickerOZ
CIK #0001807046
CUSIP080694102
SectorReal Estate & Construction - Real Estate
Address125 Greenwich Avenue 3Rd Floor, Greenwich, CT 06830
Source [EDGAR]
CIK Filing 2011 - 2025
[0001807046] 10-K
[0001807046] 10-Q
[0001807046] 3
[0001807046] 8-K
[0001807046] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Precision Wealth Strategies LLC Belpointe PREP LLC [2025-01-23] 0.0
Empirical Financial Services LLC DBA Empirical Wealth Management Belpointe PREP LLC [2022-02-14] 6.7
Form 3/4/5 Filer 2011 - 2025
Drulias Dean W
Belpointe PREP, LLC
Lacoff Martin
Lacoff Brandon E.
Young Ronald Jr.
Orser Shawn
Oberweger Timothy
Form 13F Holdings
Firm Period DFND Voting Shares
Belpointe Asset Management LLC [2025-06-30] SOLE 307,231 307,231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma [2025-06-30] SOLE 247,792 251,255
Precision Wealth Strategies LLC [2025-06-30] SOLE 0 243,931
United Asset Strategies Inc [2025-06-30] SOLE 62,212 85,818
Fountainhead AM LLC [2025-06-30] SOLE 0 62,565
CW Advisors LLC [2025-06-30] SOLE 0 43,940
Rockefeller Capital Management L.P. [2025-06-30] DFND 33,570 33,570
Wealth Alliance LLC [2025-06-30] SOLE 0 28,474
Brookwood Investment Group LLC [2025-06-30] SOLE 0 25,761
Mariner LLC [2025-06-30] SOLE 0 24,139
Robertson Stephens Wealth Management LLC [2025-06-30] SOLE 0 21,424
UBS Group AG [2025-06-30] DFND 12,793 17,743
LPL Financial LLC [2025-06-30] SOLE 0 16,478
US Capital Wealth Advisors LLC [2025-06-30] SOLE 0 15,890
Keystone Wealth Services LLC [2025-06-30] SOLE 0 15,558
BOSS Retirement Advisors LLC [2025-06-30] SOLE 0 15,164
Cambridge Investment Research Advisors Inc [2025-06-30] SOLE 0 13,080
Kestra Advisory Services LLC [2025-06-30] SOLE 0 9,809
Foundations Investment Advisors LLC [2025-06-30] SOLE 0 8,094
Mason & Associates Inc [2025-06-30] SOLE 0 7,600
Mutual Advisors LLC [2025-06-30] SOLE 0 7,500
Smart Wealth LLC [2025-06-30] SOLE 0 5,958
Brown Advisory Inc [2025-06-30] DFND 5,611 5,611
Kingswood Wealth Advisors LLC [2025-06-30] SOLE 5,337 5,337
Outlook Wealth Advisors LLC [2025-06-30] SOLE 0 4,996
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad [2025-06-30] SOLE 0 4,907
Cetera Investment Advisers [2025-06-30] SOLE 0 4,700
XTX Topco Ltd [2025-06-30] DFND 4,574 4,574
Bison Wealth LLC [2025-06-30] SOLE 0 4,534
REAP Financial Group LLC [2025-06-30] SOLE 0 4,534
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