Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13D and 13G filings for Belpointe PREP, LLC:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2026-01-29 11:06 am Sale | 2025-12-31 | 13G | Belpointe PREP, LLC OZ | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 248,081 7.030% | -8,258 (-3.22%) | Filing |
| 2025-01-28 6:32 pm Sale | 2024-12-31 | 13G | Belpointe PREP, LLC OZ | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 256,339 7.030% | -18,798 (-6.83%) | Filing |
| 2024-02-08 5:05 pm Purchase | 2023-12-31 | 13G | Belpointe PREP, LLC OZ | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 275,137 7.690% | 17,398 (+6.75%) | Filing |
| 2023-02-07 2:38 pm Purchase | 2022-12-31 | 13G | Belpointe PREP, LLC OZ | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 257,739 7.460% | 31,808 (+14.08%) | Filing |
| 2022-02-14 11:02 am Purchase | 2021-12-31 | 13G | Belpointe PREP, LLC OZ | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 225,931 6.700% | 225,931 (New Position) | Filing |