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Aviso Financial Inc.: OZK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aviso Financial Inc. on OZK, newest first. How the timeline and the estimate are built.

Aviso Financial Inc. held 314 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314 shares
    Change vs previous 13F -15,639 shares

    <0.01% of the 13F portfolio, value $16,356.

    13F-HR 0002033534-26-000006 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,953 shares
    Change vs previous 13F -1,589 shares

    0.03% of the 13F portfolio, value $732,083.

    13F-HR 0002033534-26-000005 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,542 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $807,282.

    13F-HR 0002033534-26-000004 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,519 shares
    Change vs previous 13F -762 shares

    0.04% of the 13F portfolio, value $893,118.

    13F-HR 0002033534-25-000008 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,281 shares
    Change vs previous 13F -222 shares

    0.04% of the 13F portfolio, value $860,303.

    13F-HR 0002033536-25-000067 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,503 shares
    Change vs previous 13F -571 shares

    0.04% of the 13F portfolio, value $803,955.

    13F-HR 0002033536-25-000005 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,074 shares
    Change vs previous 13F -158 shares

    0.04% of the 13F portfolio, value $849,365.

    13F-HR 0002033534-25-000001 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,232 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $826,784.

    13F-HR 0002033534-24-000003 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).