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Disclosery

PUZO MICHAEL J: OZK position timeline

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

PUZO MICHAEL J held 0 OZK shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,390 shares

    13F-HR 0001053914-26-000002 filed by PUZO MICHAEL J
    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.

  2. period ended2025-12-31
    13F 5,390 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $248,048.

    13F-HR 0001053914-26-000001 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,390 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $274,782.

    13F-HR 0001053914-25-000003 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,390 shares
    Change vs previous 13F -5 shares

    0.07% of the 13F portfolio, value $253,653.

    13F-HR 0001314376-25-000002 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,395 shares
    Change vs previous 13F -750 shares

    0.07% of the 13F portfolio, value $234,413.

    13F-HR 0001494234-25-000011 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 6,145 shares
    Change vs previous 13F -610 shares

    0.08% of the 13F portfolio, value $273,637.

    13F-HR 0001494234-25-000004 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 6,755 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $290,397.

    13F-HR 0001053914-24-000004 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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