Belpointe Prep shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Belpointe Prep
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Quarterly reported holdings in Belpointe Prep by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 262k | 69.02 |
| 2024-06-30 | $15M | 262k | 57.90 |
| 2024-03-31 | $17M | 271k | 60.89 |
| 2023-12-31 | $21M | 275k | 77.25 |
| 2023-09-30 | $13M | 146k | 85.70 |
| 2023-06-30 | $24M | 274k | 86.04 |
| 2023-03-31 | $26M | 282k | 93.80 |
| 2022-12-31 | $26M | 258k | 100.00 |
| 2022-09-30 | $24M | 240k | 100.05 |
| 2022-06-30 | $23M | 236k | 97.72 |
| 2022-03-31 | $24M | 237k | 99.90 |
| 2021-12-31 | $23M | 226k | 100.05 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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