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Disclosery

BANK OZK: AGG position timeline

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

BANK OZK held 2,967 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,967 shares
    Change vs previous 13F +470 shares

    0.09% of the 13F portfolio, value $293,673.

    13F-HR 0001193125-26-353894 filed by BANK OZK
    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 2,497 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $247,877.

    13F-HR 0001193125-26-220947 filed by BANK OZK
    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 2,497 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $249,399.

    13F-HR 0001193125-26-054927 filed by BANK OZK
    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 2,497 shares
    Change vs previous 13F +221 shares

    0.09% of the 13F portfolio, value $250,323.

    13F-HR 0001193125-25-280783 filed by BANK OZK
    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 2,276 shares
    Change vs previous 13F +59 shares

    0.09% of the 13F portfolio, value $225,778.

    13F-HR 0000950123-25-007571 filed by BANK OZK
    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 2,217 shares
    Change vs previous 13F -964 shares

    0.09% of the 13F portfolio, value $219,305.

    13F-HR 0000950123-25-005011 filed by BANK OZK
    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 3,181 shares
    Change vs previous 13F +756 shares

    0.13% of the 13F portfolio, value $308,238.

    13F-HR 0000950123-25-000940 filed by BANK OZK
    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 2,425 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $245,578.

    13F-HR 0000950123-24-011680 filed by BANK OZK
    Filed (acceptance time not in the bulk data set), ingested

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