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
44/46
Latest evidence
31 Mar 2026
- Public ticker
- OZ on NYSE
- Parsed ownership sources
- 13D/G, 13F, and 3/4/5
- Largest SEC-reported holder
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
- Latest 13D/G holder
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
- Latest parsed ownership date
- 31 Mar 2026
- Issuer CIK
- 0001807046
- Issuer location
- Greenwich, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 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
44/46
Latest evidence
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 7%
2 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 46 holder rows.
Quick read
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management leads the comparable SEC ownership view at 7%.
44 of 46 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 5
Empirical Financial Services, LLC...
7%
Precision Wealth Strategies, LLC
6.5%
Belpointe Asset Management LLC
6.4%
OSAIC HOLDINGS, INC.
2.7%
United Asset Strategies, Inc.
2.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 46 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%
|
$16,132,707
248,081 shares
|
-$537,018 | 31 Dec 2025 |
| Precision Wealth Strategies, LLC |
13D/G
13F
Company
|
6.5%
|
$14,539,181
235,796 shares
|
$0 | 24 Nov 2021 |
| Belpointe Asset Management LLC |
13F
Company
|
6.4%
|
$12,047,566
226,458 shares
|
— | 31 Mar 2026 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
2.7%
|
$5,004,896
94,077 shares
|
— | 31 Mar 2026 |
| United Asset Strategies, Inc. |
13F
Company
|
2.5%
|
$4,753,633
89,354 shares
|
— | 31 Mar 2026 |
| Lido Advisors, LLC |
13F
Company
|
1.8%
|
$3,395,384
63,823 shares
|
— | 31 Mar 2026 |
| Brookwood Investment Group LLC |
13F
Company
|
1.1%
|
$2,014,737
37,871 shares
|
— | 31 Mar 2026 |
| Mason & Associates Inc |
13F
Company
|
0.72%
|
$1,308,304
25,340 shares
|
— | 31 Mar 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
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 06 Jun 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.