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Disclosery

LPL Financial LLC: OZK position timeline

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

LPL Financial LLC held 451,390 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 451,390 shares
    Change vs previous 13F +4,107 shares

    0.01% of the 13F portfolio, value $23,512,898.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 447,283 shares
    Change vs previous 13F +36,456 shares

    0.01% of the 13F portfolio, value $20,525,810.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 410,827 shares
    Change vs previous 13F +10,543 shares

    0.01% of the 13F portfolio, value $18,906,248.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 400,284 shares
    Change vs previous 13F +15,743 shares

    0.01% of the 13F portfolio, value $20,406,452.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 384,541 shares
    Change vs previous 13F -2,951 shares

    0.01% of the 13F portfolio, value $18,096,470.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 387,492 shares
    Change vs previous 13F +25,297 shares

    0.01% of the 13F portfolio, value $16,836,501.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 362,195 shares
    Change vs previous 13F +16,732 shares

    0.01% of the 13F portfolio, value $16,128,545.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 345,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,851,451.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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