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CABOT WEALTH MANAGEMENT INC: OZK position timeline

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

CABOT WEALTH MANAGEMENT INC held 289,305 OZK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,305 shares
    Change vs previous 13F -5,538 shares

    1.53% of the 13F portfolio, value $15,069,891.

    13F-HR 0001016683-26-000004 filed by CABOT WEALTH MANAGEMENT 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 294,843 shares
    Change vs previous 13F +2,251 shares

    1.56% of the 13F portfolio, value $13,530,353.

    13F-HR 0001016683-26-000002 filed by CABOT WEALTH MANAGEMENT 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 292,592 shares
    Change vs previous 13F +707 shares

    1.49% of the 13F portfolio, value $13,465,107.

    13F-HR 0001016683-26-000001 filed by CABOT WEALTH MANAGEMENT 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 291,885 shares
    Change vs previous 13F -3,768 shares

    1.65% of the 13F portfolio, value $14,880,286.

    13F-HR 0001016683-25-000002 filed by CABOT WEALTH MANAGEMENT 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 295,653 shares
    Change vs previous 13F +1,103 shares

    1.65% of the 13F portfolio, value $13,913,417.

    13F-HR 0001085146-25-004371 filed by CABOT WEALTH MANAGEMENT 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 294,550 shares
    Change vs previous 13F -750 shares

    1.63% of the 13F portfolio, value $12,798,199.

    13F-HR 0001085146-25-002208 filed by CABOT WEALTH MANAGEMENT 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 295,300 shares
    Change vs previous 13F +3,279 shares

    1.67% of the 13F portfolio, value $13,149,717.

    13F-HR 0001085146-25-000741 filed by CABOT WEALTH MANAGEMENT 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 292,021 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $12,554,001.

    13F-HR 0001085146-24-004908 filed by CABOT WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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