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 |
| 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 |