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Rafferty Asset Management, LLC: OZK position timeline

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

Rafferty Asset Management, LLC held 68,205 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 68,205 shares
    Change vs previous 13F -37,306 shares

    0.01% of the 13F portfolio, value $3,552,798.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 105,511 shares
    Change vs previous 13F -67,124 shares

    0.02% of the 13F portfolio, value $4,841,900.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 172,635 shares
    Change vs previous 13F +19,354 shares

    0.03% of the 13F portfolio, value $7,944,663.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 153,281 shares
    Change vs previous 13F -24,199 shares

    0.03% of the 13F portfolio, value $7,814,265.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 177,480 shares
    Change vs previous 13F -10,470 shares

    0.03% of the 13F portfolio, value $8,352,209.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 187,950 shares
    Change vs previous 13F -54,593 shares

    0.03% of the 13F portfolio, value $8,166,428.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 242,543 shares
    Change vs previous 13F -106,547 shares

    0.04% of the 13F portfolio, value $10,800,440.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 349,090 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,007,379.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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