SCHEDULE: Precision Wealth Strategies Reports 6.5% Ownership in Belpointe PREP, LLC

Precision Wealth Strategies, LLC, an investment advisor, has filed a Schedule 13G, reporting beneficial ownership of 235,796 Class A Units, representing 6.5% of Belpointe PREP, LLC's outstanding shares as of November 24, 2021.

Summary

• Precision Wealth Strategies, LLC filed a Schedule 13G with the SEC on January 23, 2025, regarding their ownership in Belpointe PREP, LLC.
• The filing indicates that Precision Wealth Strategies beneficially owns 235,796 Class A Units of Belpointe PREP, LLC as of November 24, 2021.
• This ownership represents approximately 6.5% of the outstanding Class A Units.
• Precision Wealth Strategies has sole voting and dispositive power over these shares.
• The filing certifies that the securities were acquired in the ordinary course of business and not for the purpose of influencing control of Belpointe PREP, LLC.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing, indicating ownership. There is no inherent positive or negative sentiment.

Industry Context

Schedule 13G filings are standard practice for investment advisors and other entities that acquire beneficial ownership of more than 5% of a company's voting stock. This filing indicates Precision Wealth Strategies' investment in Belpointe PREP, LLC.

Stakeholder Impact

• Shareholders of Belpointe PREP, LLC are informed of a significant ownership stake held by Precision Wealth Strategies, LLC.

Key Dates

Keywords

Schedule 13G, Belpointe PREP LLC, Precision Wealth Strategies LLC, Class A Units, Beneficial Ownership, Investment Advisor