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 - 2026
[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 - 2026
Belpointe PREP LLC
Drulias Dean W
Lacoff Martin
Lacoff Brandon E
Young Ronald Jr
Orser Shawn
Oberweger Timothy
13F Ownership Over TimeHoldersShares Held
2026-03-31 45 1,340,119
2025-12-31 47 1,285,663
2025-09-30 44 1,355,780
2025-06-30 43 1,338,290
2025-03-31 45 1,345,091
2024-12-31 48 1,385,819
2024-09-30 41 1,339,886
2024-06-30 34 1,241,760
2024-03-31 38 1,252,858
2023-12-31 43 1,301,437
2023-09-30 40 1,182,792
2023-06-30 40 1,387,086
Form 13F Holdings
Firm Period DFND Voting Shares
Empirical Financial Services LLC DBA Empirical Wealth Ma [2026-06-30] SOLE 238,394 241,017
United Asset Strategies Inc [2026-06-30] SOLE 66,932 88,722
Sheets Smith Wealth Management [2026-06-30] SOLE 21,783 21,783
BOSS Retirement Advisors LLC [2026-06-30] SOLE 0 14,959
C2P Capital Advisory Group LLC DBA Prosperity Capital Ad [2026-06-30] SOLE 0 4,869
Accurate Wealth Management LLC [2026-06-30] SOLE 0 4,557
Abound Wealth Management [2026-06-30] SOLE 0 3,645
Eastern Bank [2026-06-30] SOLE 593 593
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