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Neo Ivy Capital Management: OZK position timeline

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

Neo Ivy Capital Management held 47,185 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 47,185 shares
    Change vs previous 13F +8,490 shares

    0.57% of the 13F portfolio, value $2,457,866.

    13F-HR 0001727783-26-000006 filed by Neo Ivy 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 38,695 shares
    Change vs previous 13F +38,695 shares

    0.47% of the 13F portfolio, value $1,775,713.

    13F-HR 0001727783-26-000005 filed by Neo Ivy 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -17,946 shares

    13F-HR 0001727783-25-000004 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 17,946 shares
    Change vs previous 13F -38,288 shares

    0.16% of the 13F portfolio, value $799,000.

    13F-HR 0001727783-25-000003 filed by Neo Ivy 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 ended2024-09-30
    13F 56,234 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,418,000.

    13F-HR 0001727783-24-000006 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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