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.

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	$16.13M 248,081 shares	0.29%	-699(-0.30%)Reduced	SEC filing ↗ Jan 16, 2026	▾
02	Precision Wealth Strategies, LLC CIK 1844197 · View history	$16.06M 246,962 shares	5.20%	0(0.00%)Unchanged	SEC filing ↗ Jan 30, 2026	▾
03	Belpointe Asset Management LLC CIK 1721242 · View history	$14.26M 219,217 shares	0.51%	-87.15K(-28.40%)Reduced	SEC filing ↗ Jan 27, 2026	▾
04	United Asset Strategies, Inc. CIK 1539948 · View history	$5.81M 89,354 shares	0.45%	+3.94K(+4.60%)Added	SEC filing ↗ Jan 28, 2026	▾
05	Lido Advisors, LLC CIK 1650150 · View history	$4.18M 64,223 shares	0.02%	+64.22KNew	SEC filing ↗ Feb 10, 2026	▾
06	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$3.66M 56,347 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Feb 17, 2026	▾
07	Brookwood Investment Group LLC CIK 2066812 · View history	$1.94M 29,835 shares	0.23%	-41(-0.10%)Reduced	SEC filing ↗ Jan 22, 2026	▾
08	WEALTH ALLIANCE, LLC CIK 1793904 · View history	$1.85M 28,474 shares	0.18%	0(0.00%)Unchanged	SEC filing ↗ Feb 13, 2026	▾
09	Mason & Associates Inc CIK 1917686 · View history	$1.65M 25,440 shares	0.31%	+17.84K(+234.70%)Added	SEC filing ↗ Feb 5, 2026	▾
10	Robertson Stephens Wealth Management, LLC CIK 1767307 · View history	$1.38M 21,203 shares	0.04%	-221(-1.00%)Reduced	SEC filing ↗ Feb 2, 2026	▾
11	Rockefeller Capital Management L.P. CIK 1739439 · Amended · View history	$1.19M 18,360 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Mar 17, 2026	▾
12	Cetera Investment Advisers CIK 1666741 · View history	$1.19M 18,330 shares	0.00%	+13.63K(+290.00%)Added	SEC filing ↗ Feb 17, 2026	▾
13	Mariner, LLC CIK 1373442 · View history	$1.14M 17,489 shares	0.00%	-4.39K(-20.10%)Reduced	SEC filing ↗ Feb 13, 2026	▾
14	LPL Financial LLC CIK 1403438 · View history	$1.07M 16,478 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 11, 2026	▾
15	U.S. Capital Wealth Advisors, LLC CIK 1808915 · View history	$1.03M 15,890 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Jan 23, 2026	▾
16	Keystone Wealth Services, LLC CIK 1866189 · View history	$1.01M 15,558 shares	0.21%	0(0.00%)Unchanged	SEC filing ↗ Jan 26, 2026	▾
17	B.O.S.S. Retirement Advisors, LLC CIK 1964810 · View history	$981.69K 15,096 shares	0.31%	-45(-0.30%)Reduced	SEC filing ↗ Feb 2, 2026	▾
18	Cambridge Investment Research Advisors, Inc. CIK 1419186 · View history	$851.00K 13,080 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 5, 2026	▾
19	Kestra Advisory Services, LLC CIK 1830819 · View history	$685.35K 10,539 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 13, 2026	▾
20	Innovative Advisory Group, LLC CIK 2156202 · View history	$617.59K 9,497 shares	0.41%	0(0.00%)Unchanged	SEC filing ↗ Sep 23, 2026	▾

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

1,302,838

Not deduplicated across managers

Disclosed value

$84.72M

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 2025

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.

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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.