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Disclosery

Caitlin John, LLC: OZK position timeline

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

Caitlin John, LLC held 3 OZK 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 3 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $156.

    13F-HR 0002010947-26-000003 filed by Caitlin John, LLC
    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 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $138.

    13F-HR 0002010947-26-000002 filed by Caitlin John, LLC
    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 17 shares
    Change vs previous 13F -6,774 shares

    <0.01% of the 13F portfolio, value $782.

    13F-HR 0002010947-26-000001 filed by Caitlin John, LLC
    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 6,791 shares
    Change vs previous 13F +27 shares

    0.24% of the 13F portfolio, value $346,205.

    13F-HR 0002010947-25-000010 filed by Caitlin John, LLC
    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 6,764 shares
    Change vs previous 13F +57 shares

    0.29% of the 13F portfolio, value $318,314.

    13F-HR 0002010947-25-000009 filed by Caitlin John, LLC
    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 6,707 shares
    Change vs previous 13F -1,804 shares

    0.29% of the 13F portfolio, value $291,419.

    13F-HR 0002010947-25-000007 filed by Caitlin John, LLC
    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 8,511 shares
    Change vs previous 13F -773 shares

    0.26% of the 13F portfolio, value $378,995.

    13F-HR 0002010947-25-000001 filed by Caitlin John, LLC
    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 9,284 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $444,425.

    13F-HR 0002010947-24-000003 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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