Quick Takeaways
- OZ - Belpointe PREP, LLC has 6 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are not currently available.
Insider Transactions Reported by 6 Insiders of Belpointe PREP, LLC
- Symbol
- OZ on NYSE
- Location
- Greenwich, CT
What Changed
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsInsider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 17 May 2025.
Buys
$0
Shares: 0
Insiders: 0
Sells
$0
Shares: 0
Insiders: 0
Net
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 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 |
Belpointe PREP, LLC executives and other stock owners filed with the SEC include:
| 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 |
Top shareholders of Belpointe PREP, LLC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
13D/G
13F
|
Company |
7%
|
248,081
|
$16,132,707 | -$537,018 | 31 Dec 2025 | |
| Precision Wealth Strategies, LLC |
13D/G
13F
|
Company |
6.5%
|
235,796
|
$14,539,181 | $0 | 24 Nov 2021 | |
| Belpointe Asset Management LLC |
13F
|
Company |
6.4%
|
226,458
|
$12,047,566 | — | 31 Mar 2026 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
2.7%
|
94,077
|
$5,004,896 | — | 31 Mar 2026 | |
| United Asset Strategies, Inc. |
13F
|
Company |
2.5%
|
89,354
|
$4,753,633 | — | 31 Mar 2026 | |
| Lido Advisors, LLC |
13F
|
Company |
1.8%
|
63,823
|
$3,395,384 | — | 31 Mar 2026 | |
| Brookwood Investment Group LLC |
13F
|
Company |
1.1%
|
37,871
|
$2,014,737 | — | 31 Mar 2026 | |
| Mason & Associates Inc |
13F
|
Company |
0.72%
|
25,340
|
$1,308,304 | — | 31 Mar 2026 | |
| WEALTH ALLIANCE, LLC |
13F
|
Company |
0.65%
|
22,979
|
$1,222,483 | — | 31 Mar 2026 | |
| SHEETS SMITH WEALTH MANAGEMENT |
13F
|
Company |
0.62%
|
21,783
|
$1,158,856 | — | 31 Mar 2026 | |
| Robertson Stephens Wealth Management, LLC |
13F
|
Company |
0.6%
|
21,203
|
$1,128,000 | — | 31 Mar 2026 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.52%
|
18,360
|
$976,752 | — | 31 Mar 2026 | |
| Cetera Investment Advisers |
13F
|
Company |
0.52%
|
18,330
|
$975,156 | — | 31 Mar 2026 | |
| Mariner, LLC |
13F
|
Company |
0.5%
|
17,489
|
$930,415 | — | 31 Mar 2026 | |
| LPL Financial LLC |
13F
|
Company |
0.47%
|
16,453
|
$875,300 | — | 31 Mar 2026 | |
| Navis Wealth Advisors, LLC |
13F
|
Company |
0.46%
|
16,226
|
$863,223 | — | 31 Mar 2026 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
0.45%
|
15,890
|
$845,348 | — | 31 Mar 2026 | |
| Keystone Wealth Services, LLC |
13F
|
Company |
0.44%
|
15,558
|
$827,686 | — | 31 Mar 2026 | |
| B.O.S.S. Retirement Advisors, LLC |
13F
|
Company |
0.43%
|
15,096
|
$803,107 | — | 31 Mar 2026 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.37%
|
13,080
|
$696,000 | — | 31 Mar 2026 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.3%
|
10,539
|
$560,675 | — | 31 Mar 2026 | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
13F
|
Company |
0.23%
|
8,014
|
$426,345 | — | 31 Mar 2026 | |
| Mutual Advisors, LLC |
13F
|
Company |
0.21%
|
7,500
|
$399,000 | — | 31 Mar 2026 | |
| LANE BROTHERS & CO INC |
13F
|
Company |
0.18%
|
6,187
|
$329,148 | — | 31 Mar 2026 | |
| Walser Wealth Management Company, A Ltd Liability Co |
13F
|
Company |
0.17%
|
6,052
|
$321,966 | — | 31 Mar 2026 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.16%
|
5,611
|
$298,505 | — | 31 Mar 2026 | |
| KINGSWOOD WEALTH ADVISORS, LLC |
13F
|
Company |
0.15%
|
5,337
|
$283,928 | — | 31 Mar 2026 | |
| NewEdge Wealth, LLC |
13F
|
Company |
0.15%
|
5,281
|
$280,949 | — | 31 Mar 2026 | |
| Outlook Wealth Advisors, LLC |
13F
|
Company |
0.14%
|
4,996
|
$265,787 | — | 31 Mar 2026 | |
| SMART Wealth LLC |
13F
|
Company |
0.14%
|
4,937
|
$262,648 | — | 31 Mar 2026 | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
13F
|
Company |
0.14%
|
4,869
|
$259,031 | — | 31 Mar 2026 | |
| Accurate Wealth Management, LLC |
13F
|
Company |
0.13%
|
4,558
|
$239,705 | — | 31 Mar 2026 | |
| Texas Yale Capital Corp. |
13F
|
Company |
0.12%
|
4,200
|
$223,440 | — | 31 Mar 2026 | |
| FULTON BANK, N.A. |
13F
|
Company |
0.12%
|
4,060
|
$215,992 | — | 31 Mar 2026 | |
| MONETA GROUP INVESTMENT ADVISORS LLC |
13F
|
Company |
0.11%
|
3,935
|
$209,342 | — | 31 Mar 2026 | |
| XTX Topco Ltd |
13F
|
Company |
0.11%
|
3,859
|
$205,299 | — | 31 Mar 2026 | |
| Abound Wealth Management |
13F
|
Company |
0.1%
|
3,645
|
$193,914 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.1%
|
3,419
|
$181,892 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.09%
|
3,212
|
$170,878 | — | 31 Mar 2026 | |
| Hamrick Investment Counsel, llc |
13F
|
Company |
0.04%
|
1,270
|
$67,564 | — | 31 Mar 2026 | |
| REAP Financial Group, LLC |
13F
|
Company |
0.03%
|
970
|
$51,604 | — | 31 Mar 2026 | |
| EASTERN BANK |
13F
|
Company |
0.02%
|
593
|
$31,548 | — | 31 Mar 2026 | |
| OBSIDIAN CIO, LLC |
13F
|
Company |
0.01%
|
373
|
$19,844 | — | 31 Mar 2026 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0%
|
7
|
$364 | — | 31 Mar 2026 | |
| Brandon E. Lacoff |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
100,108
mixed-class rows
|
— | — | 13 Oct 2021 | |
| Martin Lacoff |
3/4/5
|
Principal Financial Officer, Director |
—
class O/S missing
|
12
|
— | — | 13 Oct 2021 |
Recent Insider Transactions by Companies or Individuals for Belpointe PREP, LLC
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* An asterisk sign (*) next to the price indicates that the price is likely invalid.