Comparable stake leader
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
SEC ownership of Belpointe PREP, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001807046.
Disclosed value leader
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Comparable rows
3/29
Latest evidence
15 Oct 2026
- Public ticker
- OZ on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
3 of 29
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
15 Oct 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001807046
- Issuer location
- Greenwich, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Belpointe PREP, LLC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Empirical Financial Servi...
Disclosed value leader
Empirical Financial Servi...
Comparable rows
3/29
Latest evidence
15 Oct 2026
13D/G
13F
3/4/5
Lead comparable stake: 7%
26 rows are not safely comparable across share classes.
13D/G row: Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Showing 1-8 of 29 holder rows.
Quick read
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management leads the comparable SEC ownership view at 7%.
3 of 29 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's linked filing trail.
Comparable ownership
Top 3
Empirical Financial Services, LLC...
7%
Precision Wealth Strategies, LLC
6.5%
Donnalley David James
5.6%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 29 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
13D/G
13F
Company
|
7%
Reported 13D/G
· 31 Dec 2025
|
$16,132,707
248,081 shares
|
-$537,018 | 31 Dec 2025 |
| Precision Wealth Strategies, LLC |
13D/G
13F
Company
|
6.5%
Reported 13D/G
· 24 Nov 2021
|
$14,539,181
235,796 shares
|
$0 | 24 Nov 2021 |
| Donnalley David James |
13D/G
|
5.6%
Reported 13D/G
· 15 Oct 2026
|
$9,005,490
219,539 shares
|
$0 | 15 Oct 2026 |
| Belpointe Asset Management LLC |
13F
Company
|
—
denominator unverified
|
$8,865,817
216,134 shares
|
— | 30 Sep 2026 |
| United Asset Strategies, Inc. |
13F
Company
|
—
denominator unverified
|
$3,740,286
91,182 shares
|
— | 30 Sep 2026 |
| LPL Financial LLC |
13F
Company
|
—
denominator unverified
|
$1,042,605
25,417 shares
|
— | 30 Sep 2026 |
| WEALTH ALLIANCE, LLC |
13F
Company
|
—
denominator unverified
|
$942,599
22,979 shares
|
— | 30 Sep 2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
13F
Company
|
—
denominator unverified
|
$896,820
21,863 shares
|
— | 30 Sep 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 15 Nov 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-6 of 6 reporting-owner rows connected to Belpointe PREP, LLC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
6
Largest Forms 3/4/5 holder
Shawn Orser
Net 12M change
$0
Latest report
13 Oct 2021
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Shawn Orser | Director | Mixed | 13 Oct 2021 | |||
| Timothy Oberweger | Director | Mixed | 13 Oct 2021 | |||
| Dean W. Drulias | Director | Mixed | 13 Oct 2021 | |||
| Martin Lacoff | Principal Financial Officer, Director | Mixed | 13 Oct 2021 | |||
| Brandon E. Lacoff | Chief Executive Officer, Director | Mixed | 13 Oct 2021 | |||
| Ronald Young Jr. | Director | Mixed | 13 Oct 2021 |
Recent insider transactions for Belpointe PREP, LLC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.