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Disclosery

Clearstead Advisors, LLC: OZK position timeline

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

Clearstead Advisors, LLC held 788 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 788 shares
    Change vs previous 13F +592 shares

    <0.01% of the 13F portfolio, value $41,048.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 196 shares
    Change vs previous 13F -344 shares

    <0.01% of the 13F portfolio, value $8,995.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 540 shares
    Change vs previous 13F -568 shares

    <0.01% of the 13F portfolio, value $24,851.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 1,108 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $56,486.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 1,087 shares
    Change vs previous 13F +919 shares

    <0.01% of the 13F portfolio, value $51,155.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 168 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $7,300.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 166 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,392.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,137.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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