Belpointe PREP, LLC (OZ)

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OZNYSE
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Financial charts

Free cash flow

No reported data

Total cash / debt

CashTotal debt

Financial statements

6 annual periodsNewest to oldest
202520242023202220212020
Revenue$9.2M$2.7M$2.3M$1.4M$997,000$101,000
Operating expenses$47.3M$26.9M$16.6M$10.9M$4.7M$204,000
Operating income−$20.7M−$13.5M−$10.3M−$9.5M——
Operating margin−224.80%−504.30%−458.16%−683.47%——
EBITDA−$11.9M−$8.3M−$12.3M−$8.2M——
EBITDA margin−129.00%−311.66%−545.43%−590.65%——
Net income−$40.0M−$23.9M−$14.4M−$7.7M−$3.1M−$112,000
Net profit margin−435.90%−891.81%−636.69%−552.34%−314.44%−110.89%
Basic EPSper basic share-$10.72-$6.56-$4.04-$2.25-$7.64-$1,120.00
Diluted EPSper diluted share-$10.72-$6.56-$4.04-$2.25-$7.64-$1,120.00

Owners

Reported shareholders

Reference date Jun 30, 2026

Reported holdings Number of shares

View holders
Top 20 reported holders of OZ
HolderShares held
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
241.02K
Precision Wealth Strategies, LLC
235K
Belpointe Asset Management LLC
217.6K
OSAIC HOLDINGS, INC.
94.08K
United Asset Strategies, Inc.
88.72K
Brookwood Investment Group LLC
36K
Cambridge Investment Research Advisors, Inc.
26.16K
LPL Financial LLC
25.52K
Mason & Associates Inc
24.64K
WEALTH ALLIANCE, LLC
22.98K
Lido Advisors, LLC
22.91K
SHEETS SMITH WEALTH MANAGEMENT
21.78K
Robertson Stephens Wealth Management, LLC
21.2K
Rockefeller Capital Management L.P.
18.36K
Navis Wealth Advisors, LLC
16.23K
Arax Advisory Partners
15.89K
Keystone Wealth Services, LLC
15.56K
B.O.S.S. Retirement Advisors, LLC
14.96K
Cetera Investment Advisers
14.86K
Mariner, LLC
11.97K

Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys0$0.00 disclosed value
Sells (SEC code S)0$0.00 disclosed value
0 recent transactions
No insider transactions transactions were reported in the stored SEC coverage.

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