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Disclosery

BANK OZK: IUSV position timeline

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

BANK OZK held 2,687 IUSV 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 2,687 shares
    Change vs previous 13F -108 shares

    0.09% of the 13F portfolio, value $295,973.

    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 2,795 shares
    Change vs previous 13F -264 shares

    0.1% of the 13F portfolio, value $285,788.

    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 3,059 shares
    Change vs previous 13F +150 shares

    0.11% of the 13F portfolio, value $313,669.

    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 2,909 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $290,754.

    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 2,909 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $275,278.

    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 2,909 shares
    Change vs previous 13F +51 shares

    0.11% of the 13F portfolio, value $268,471.

    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 2,858 shares
    Change vs previous 13F -27 shares

    0.11% of the 13F portfolio, value $264,622.

    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 2,885 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $275,488.

    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).