Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Activist investor & 5%+ owner · SC 13D/13G filings

Total Filings

4

Stocks Covered

2

Latest Filing

Jan 29, 2026

Filings

PBP

INVESCO EXCHANGE-TRADED FUND TRUST

SC 13G/A · Jan 29, 2026

0.6%

90K shares

OZ

Belpointe PREP, LLC

SC 13G/A · Jan 29, 2026

7.0%

248K shares

PBP

INVESCO EXCHANGE-TRADED FUND TRUST

SC 13G/A · Jan 28, 2025

2.6%

121K shares

OZ

Belpointe PREP, LLC

SC 13G/A · Jan 28, 2025

7.0%

256K shares