Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in OZ — Belpointe PREP, LLC
CIK 1510434
Seattle, WA
Position in OZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,915,659
-$2,205,110 QoQ
Shares Held
241,017
-2.3% QoQ
Ownership
6.03%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1
of 6 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 98.9116950256621.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0883049743379098.ToString("F0")%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $10,915,659 across 1 Real Estate - Development name. OZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZ |
Belpointe PREP, LLC
This page
|
241,017 | $10,915,659 |
All Filings in OZ
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,915,659 | 241,017 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,120,769 | 246,631 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $16,132,707 | 248,081 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $16,132,707 | 248,081 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $15,921,920 | 248,780 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,350,419 | 251,255 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $16,234,521 | 251,698 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,840,638 | 256,339 | Shares | Sole | 2025-01-28 | |
| 2024-12-31 | $19,840,638 | 256,339 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $18,098,286 | 262,218 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $15,193,712 | 262,413 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,496,805 | 270,928 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $21,254,333 | 275,137 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,529,768 | 146,205 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,799,894 | 273,562 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $26,429,463 | 281,764 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,773,900 | 257,739 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $20,270,280 | 240,027 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $23,103,255 | 236,423 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $23,699,876 | 237,236 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,608,915 | 225,931 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||