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BANK OZK: WM position timeline

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

BANK OZK held 2,719 WM 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 2,719 shares
    Change vs previous 13F -1,132 shares

    0.18% of the 13F portfolio, value $606,009.

    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 3,851 shares
    Change vs previous 13F -67 shares

    0.31% of the 13F portfolio, value $884,921.

    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 3,918 shares
    Change vs previous 13F -91 shares

    0.3% of the 13F portfolio, value $860,823.

    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 4,009 shares
    Change vs previous 13F +68 shares

    0.31% of the 13F portfolio, value $885,306.

    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 3,941 shares
    Change vs previous 13F -115 shares

    0.35% of the 13F portfolio, value $901,779.

    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 4,056 shares
    Change vs previous 13F -31 shares

    0.39% of the 13F portfolio, value $939,004.

    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 4,087 shares
    Change vs previous 13F -226 shares

    0.34% of the 13F portfolio, value $824,714.

    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 4,313 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $895,378.

    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).