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Disclosery

Ridgewood Investments LLC: OZK position timeline

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

Ridgewood Investments LLC held 21,374 OZK shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,374 shares
    Change vs previous 13F -1,000 shares

    0.36% of the 13F portfolio, value $982,349.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,374 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,165,462.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,374 shares
    Change vs previous 13F +9,763 shares

    0.42% of the 13F portfolio, value $1,026,743.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments 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 12,611 shares
    Change vs previous 13F +505 shares

    0.27% of the 13F portfolio, value $642,909.

    13F-HR 0001703556-25-000010 filed by Ridgewood Investments 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 12,106 shares
    Change vs previous 13F +8,731 shares

    0.25% of the 13F portfolio, value $569,708.

    13F-HR 0001703556-25-000005 filed by Ridgewood Investments 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 3,375 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $146,644.

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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