Company · Ownership research

Belpointe PREP, LLC OZ

CIK 0001807046 · CUSIP 080694102

Insider tradingInitial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 49 rows by value; the complete set is available through the API.

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	$19.84M 256,339 shares	0.54%	-5.88K(-2.20%)Reduced	SEC filing ↗ Jan 22, 2025	▾
02	Belpointe Asset Management LLC CIK 1721242 · View history	$19.25M 298,385 shares	1.16%	0(0.00%)Unchanged	SEC filing ↗ Feb 13, 2025	▾
03	Precision Wealth Strategies, LLC CIK 1844197 · View history	$18.25M 235,796 shares	14.12%	-695(-0.30%)Reduced	SEC filing ↗ Jan 24, 2025	▾
04	United Asset Strategies, Inc. CIK 1539948 · View history	$6.73M 86,933 shares	0.62%	-1.60K(-1.80%)Reduced	SEC filing ↗ Jan 22, 2025	▾
05	OSAIC HOLDINGS, INC. CIK 1677044 · Amended · View history	$4.26M 55,000 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Jun 6, 2025	▾
06	OBSIDIAN CIO, LLC CIK 1843581 · View history	$4.01M 51,802 shares	0.73%	+5.59K(+12.10%)Added	SEC filing ↗ Feb 11, 2025	▾
07	CW Advisors, LLC CIK 1904976 · View history	$3.40M 43,940 shares	0.05%	+719(+1.70%)Added	SEC filing ↗ Feb 11, 2025	▾
08	WEALTH ALLIANCE, LLC CIK 1793904 · View history	$2.20M 28,474 shares	0.26%	0(0.00%)Unchanged	SEC filing ↗ Feb 3, 2025	▾
09	Mariner, LLC CIK 1373442 · View history	$2.15M 27,775 shares	0.00%	+2.65K(+10.50%)Added	SEC filing ↗ Feb 13, 2025	▾
10	Robertson Stephens Wealth Management, LLC CIK 1767307 · View history	$1.66M 21,424 shares	0.06%	0(0.00%)Unchanged	SEC filing ↗ Jan 27, 2025	▾
11	Lloyd Advisory Services, LLC. CIK 1802474 · View history	$1.33M 17,158 shares	0.63%	0(0.00%)Unchanged	SEC filing ↗ Feb 3, 2025	▾
12	Rockefeller Capital Management L.P. CIK 1739439 · View history	$1.30M 16,785 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 13, 2025	▾
13	LPL Financial LLC CIK 1403438 · View history	$1.28M 16,578 shares	0.00%	-310(-1.80%)Reduced	SEC filing ↗ Feb 11, 2025	▾
14	Laidlaw Wealth Management LLC CIK 1800608 · View history	$1.23M 15,890 shares	0.54%	0(0.00%)Unchanged	SEC filing ↗ Feb 3, 2025	▾
15	U.S. Capital Wealth Advisors, LLC CIK 1808915 · View history	$1.23M 15,890 shares	0.04%	+15.89KNew	SEC filing ↗ Jan 24, 2025	▾
16	Keystone Wealth Services, LLC CIK 1866189 · View history	$1.20M 15,558 shares	0.32%	0(0.00%)Unchanged	SEC filing ↗ Feb 6, 2025	▾
17	Bison Wealth, LLC CIK 1845251 · View history	$1.19M 15,425 shares	0.15%	—	SEC filing ↗ Feb 25, 2025	▾
18	REAP Financial Group, LLC CIK 2048581 · View history	$1.19M 15,425 shares	0.30%	-1.28K(-7.70%)Reduced	SEC filing ↗ Feb 27, 2025	▾
19	B.O.S.S. Retirement Advisors, LLC CIK 1964810 · View history	$1.18M 15,212 shares	0.33%	+15.21KNew	SEC filing ↗ Jan 21, 2025	▾
20	Hilltop Holdings Inc. CIK 1265131 · View history	$890.10K 11,500 shares	0.06%	+11.50KNew	SEC filing ↗ Feb 14, 2025	▾

Showing 20 / 49 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,395,316

Not deduplicated across managers

Disclosed value

$104.11M

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 · Q4 2024

Explore all 49 reporting institutions.

This page includes 20 of 49 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.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 49 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"080694102","quarter":"2024Q4","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

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.