13D/13G Filings - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Real time Form 13D and 13G transaction reports:

  • 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.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
Reported
DateTime
Transaction
Date
Type Company
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev Report View
2025-01-28
6:34 pm
Sale
2024-11-04 13G Invesco S&P 500 BuyWrite ETF
PBP
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 120,803
2.570%
-96,978decrease
(-44.53%)
Filing
History
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%
-18,798decrease
(-6.83%)
Filing
History
2024-02-08
5:46 pm
Purchase
2023-12-31 13G Invesco S&P 500 BuyWrite ETF
PBP
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 217,781
5.120%
217,781increase
(New Position)
Filing
History
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%
17,398increase
(+6.75%)
Filing
History
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%
31,808increase
(+14.08%)
Filing
History
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%
225,931increase
(New Position)
Filing
History