OZ · Insider trading · 13F holders · Congress trades
Belpointe Prep LLC (OZ)
Who is buying and selling OZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 2
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
OZ at a glance
- No open-market insider purchases or sales of OZ were filed in the last 90 days.
- 2 13F filers hold OZ among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Precision Wealth Strategies, LLC (3.2%) and Innovative Advisory Group, LLC (0.3%).
- No member of Congress has disclosed a trade in OZ.
OZ insider trading
No open-market insider purchases or sales of OZ were filed in the last 90 days.
Who owns OZ? Hedge funds and superinvestors
2 13F filers hold OZ among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Precision Wealth Strategies, LLC (3.2%) and Innovative Advisory Group, LLC (0.3%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Precision Wealth Strategies, LLCWealth manager | 3.2% | $10.6M | 235,002 | -2.4% shares | Q2 2026 |
| Innovative Advisory Group, LLCWealth manager | 0.3% | $369K | 8,997 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 1). Screen OZ in the grand portfolio →
OZ stock trades by members of Congress
No member of Congress has disclosed a trade in OZ.
OZ questions and answers
Are insiders buying OZ stock?
No open-market insider purchases or sales of OZ were filed in the last 90 days.
Which hedge funds own OZ?
2 13F filers hold OZ among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Precision Wealth Strategies, LLC (3.2%) and Innovative Advisory Group, LLC (0.3%).
Has Congress traded OZ?
No member of Congress has disclosed a trade in OZ.
Who is the largest holder of OZ?
Among 13F filers, Precision Wealth Strategies, LLC reports the largest OZ position, $10.6M (235,002 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Precision Wealth Strategies, LLC's: 3.2% of its portfolio.
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Free to use with a link back. The data updates every filing day.