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Hennion & Walsh Asset Management, Inc.: OZK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hennion & Walsh Asset Management, Inc. on OZK, newest first. How the timeline and the estimate are built.

Hennion & Walsh Asset Management, Inc. held 14,694 OZK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,694 shares
    Change vs previous 13F +1,080 shares

    0.02% of the 13F portfolio, value $675,336.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,614 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $709,153.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset 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 ended2026-03-31
    13F 13,599 shares
    Change vs previous 13F +1,509 shares

    0.02% of the 13F portfolio, value $624,058.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset 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 ended2025-12-31
    13F 12,090 shares
    Change vs previous 13F -3,125 shares

    0.02% of the 13F portfolio, value $556,382.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset 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 ended2025-09-30
    13F 15,215 shares
    Change vs previous 13F +700 shares

    0.03% of the 13F portfolio, value $775,661.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset 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 ended2025-06-30
    13F 14,515 shares
    Change vs previous 13F +1,051 shares

    0.03% of the 13F portfolio, value $683,076.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset 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 ended2025-03-31
    13F 13,464 shares
    Change vs previous 13F +2,410 shares

    0.03% of the 13F portfolio, value $585,011.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset 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 ended2024-12-31
    13F 11,054 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $492,235.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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