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Disclosery

MAI Capital Management: OZK position timeline

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

MAI Capital Management held 131,906 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,906 shares
    Change vs previous 13F +47,144 shares

    0.03% of the 13F portfolio, value $6,871,007.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 84,762 shares
    Change vs previous 13F +180 shares

    0.02% of the 13F portfolio, value $3,889,715.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 84,582 shares
    Change vs previous 13F -1,044 shares

    0.02% of the 13F portfolio, value $3,892,469.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 85,626 shares
    Change vs previous 13F -3,815 shares

    0.03% of the 13F portfolio, value $4,365,235.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 89,441 shares
    Change vs previous 13F -882 shares

    0.03% of the 13F portfolio, value $4,209,084.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 90,323 shares
    Change vs previous 13F -14,160 shares

    0.03% of the 13F portfolio, value $3,924,546.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 104,483 shares
    Change vs previous 13F +21,660 shares

    0.03% of the 13F portfolio, value $4,652,637.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 82,823 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,560,571.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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