Company · Ownership research

Belpointe PREP, LLC OZ

CIK 0001807046 · CUSIP 080694102

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 28 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 1510434 · View history	$9.86M 240,467 shares	0.14%	-550(-0.20%)Reduced	SEC filing ↗ Oct 27, 2026	▾
02	Belpointe Asset Management LLC CIK 1721242 · View history	$8.87M 216,134 shares	0.24%	-1.47K(-0.70%)Reduced	SEC filing ↗ Nov 9, 2026	▾
03	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$3.89M 94,077 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
04	United Asset Strategies, Inc. CIK 1539948 · View history	$3.74M 91,182 shares	0.26%	+2.46K(+2.80%)Added	SEC filing ↗ Oct 28, 2026	▾
05	Lido Advisors, LLC CIK 1650150 · View history	$2.61M 63,707 shares	0.01%	+40.80K(+178.10%)Added	SEC filing ↗ Nov 4, 2026	▾
06	LPL Financial LLC CIK 1403438 · View history	$1.04M 25,417 shares	0.00%	-100(-0.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾
07	SHEETS SMITH WEALTH MANAGEMENT CIK 1157436 · View history	$896.82K 21,863 shares	0.09%	+80(+0.40%)Added	SEC filing ↗ Oct 16, 2026	▾
08	Robertson Stephens Wealth Management, LLC CIK 1767307 · View history	$869.75K 21,203 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Oct 16, 2026	▾
09	Arax Advisory Partners CIK 1586767 · View history	$651.81K 15,890 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
10	Keystone Wealth Services, LLC CIK 1866189 · View history	$645.97K 15,558 shares	0.12%	0(0.00%)Unchanged	SEC filing ↗ Nov 3, 2026	▾
11	B.O.S.S. Retirement Advisors, LLC CIK 1964810 · View history	$611.89K 14,917 shares	0.18%	-42(-0.30%)Reduced	SEC filing ↗ Oct 26, 2026	▾
12	Cambridge Investment Research Advisors, Inc. CIK 1419186 · View history	$537.00K 13,080 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 2, 2026	▾
13	Innovative Advisory Group, LLC CIK 2156202 · View history	$369.06K 8,997 shares	0.27%	0(0.00%)Unchanged	SEC filing ↗ Oct 13, 2026	▾
14	JANE STREET GROUP, LLC CIK 1595888 · View history	$357.94K 8,726 shares	0.00%	+8.73KNew	SEC filing ↗ Nov 12, 2026	▾
15	Mariner, LLC CIK 1373442 · View history	$306.75K 7,478 shares	0.00%	-4.50K(-37.50%)Reduced	SEC filing ↗ Nov 12, 2026	▾
16	TOUNJIAN ADVISORY PARTNERS, LLC CIK 2039850 · View history	$257.32K 6,273 shares	0.11%	0(0.00%)Unchanged	SEC filing ↗ Nov 4, 2026	▾
17	LANE BROTHERS & CO INC CIK 1177416 · View history	$253.79K 6,187 shares	0.26%	0(0.00%)Unchanged	SEC filing ↗ Nov 2, 2026	▾
18	Walser Wealth Management Company, A Ltd Liability Co CIK 2112280 · View history	$248.25K 6,052 shares	0.10%	0(0.00%)Unchanged	SEC filing ↗ Oct 15, 2026	▾
19	Foundations Investment Advisors, LLC CIK 1743404 · View history	$248.25K 6,052 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
20	KINGSWOOD WEALTH ADVISORS, LLC CIK 1987855 · View history	$218.92K 5,337 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Oct 23, 2026	▾

Showing 20 / 28 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

911,462

Not deduplicated across managers

Disclosed value

$37.42M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Belpointe PREP, LLC · Q3 2026

Explore all 28 reporting institutions.

This page includes 20 of 28 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.