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Belpointe Prep LLC (OZ)

CUSIP: 080694102 | NYSE | Real Estate · Real Estate - Development | Micro Cap | 106 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GDonnalley David James219,5395.6%New 5%+ stakeOct 15, 2026No 13F filer matched
13GDonnalley David James219,539
5.6% of class · Oct 15, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management240,467
0.1% of portfolio›$9.9M
United Asset Strategies, Inc.91,182
0.3% of portfolio›$3.7M
Lido Advisors, LLC63,707
0.0% of portfolio›$2.6M
LPL Financial LLC25,417
0.0% of portfolio›$1.0M
Sheets Smith Wealth Management21,863
0.1% of portfolio›$896.8K
Robertson Stephens Wealth Management, LLC21,203
0.0% of portfolio›$869.7K
Keystone Wealth Services, LLC15,558
0.1% of portfolio›$646.0K
B.O.S.S. Retirement Advisors, LLC14,917
0.2% of portfolio›$611.9K
Cambridge Investment Research Advisors, Inc.13,080
0.0% of portfolio›$537.0K
Innovative Advisory Group, LLC8,997
0.3% of portfolio›$369.1K
Tounjian Advisory Partners, LLC6,273
0.1% of portfolio›$257.3K
Lane Brothers & Co Inc6,187
0.3% of portfolio›$253.8K
Walser Wealth Management Company, A Ltd Liability Co6,052
0.1% of portfolio›$248.3K
Kingswood Wealth Advisors, LLC5,337
0.0% of portfolio›$218.9K
Outlook Wealth Advisors, LLC4,996
0.0% of portfolio›$204.9K
Smart Wealth LLC4,937
0.0% of portfolio›$202.5K
Central Trust Co3,899
0.0% of portfolio›$159.9K
Abound Wealth Management3,645
0.0% of portfolio›$149.5K
Reap Financial Group, LLC970
0.0% of portfolio›$39.8K
Eastern Bank593
0.0% of portfolio›$24.3K
Parallel Advisors, LLC315
0.0% of portfolio›$12.9K
StyleTurnoverLocationFiled
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
240,467$9.9M0.1%GrowthVery LowSeattle, WA2026-10-27
United Asset Strategies, Inc.
91,182$3.7M0.3%GrowthLowGarden City, NY2026-10-28
Lido Advisors, LLC
63,707$2.6M0.0%GrowthLowLos Angeles, CA2026-11-04
LPL Financial LLC
25,417$1.0M0.0%IndexVery LowFort Mill, SC2026-11-06
Sheets Smith Wealth Management
21,863$896.8K0.1%CoreLowWinston-Salem, NC2026-10-16
Robertson Stephens Wealth Management, LLC
21,203$869.7K0.0%ETFMediumSan Francisco, CA2026-10-16
Keystone Wealth Services, LLC
15,558$646.0K0.1%ETFHighPalm Desert, CA2026-11-03
B.O.S.S. Retirement Advisors, LLC
14,917$611.9K0.2%ETFMediumLehi, UT2026-10-26
Cambridge Investment Research Advisors, Inc.
13,080$537.0K0.0%ETFLowFairfield, IA2026-11-02
Innovative Advisory Group, LLC
8,997$369.1K0.3%ETFHighLexington, MA2026-10-13
Tounjian Advisory Partners, LLC
6,273$257.3K0.1%GrowthHighFort Myers, FL2026-11-04
Lane Brothers & Co Inc
6,187$253.8K0.3%ETFLowPrescott, AZ2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
6,052$248.3K0.1%GrowthHighTampa, FL2026-10-15
Kingswood Wealth Advisors, LLC
5,337$218.9K0.0%GrowthLowSan Diego, CA2026-10-23
Outlook Wealth Advisors, LLC
4,996$204.9K0.0%ETFMediumShenandoah, TX2026-10-28
Smart Wealth LLC
4,937$202.5K0.0%ETFHighOmaha, NE2026-11-04
Central Trust Co
3,899$159.9K0.0%CoreLowJefferson City, MO2026-11-05
Abound Wealth Management
3,645$149.5K0.0%ETFVery LowFranklin, TN2026-10-26
Reap Financial Group, LLC
970$39.8K0.0%ETFLowAustin, TX2026-11-02
Eastern Bank
593$24.3K0.0%GrowthMediumBoston, MA2026-10-05
Parallel Advisors, LLC
315$12.9K0.0%IndexLowSan Francisco, CA2026-11-03