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Disclosery

BANK OZK: XHLF position timeline

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

BANK OZK held 5,627 XHLF 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 5,627 shares
    Change vs previous 13F +299 shares

    0.08% of the 13F portfolio, value $283,038.

    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 5,328 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $268,158.

    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 5,328 shares
    Change vs previous 13F -813 shares

    0.09% of the 13F portfolio, value $267,732.

    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 6,141 shares
    Change vs previous 13F +35 shares

    0.11% of the 13F portfolio, value $309,629.

    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 6,106 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $307,376.

    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 6,106 shares
    Change vs previous 13F -400 shares

    0.13% of the 13F portfolio, value $307,467.

    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 6,506 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $326,471.

    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 6,506 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $328,162.

    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).