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Disclosery

Sowell Financial Services LLC: OZK position timeline

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

Sowell Financial Services LLC held 41,768 OZK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,768 shares
    Change vs previous 13F +2,097 shares

    0.07% of the 13F portfolio, value $2,175,692.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 39,671 shares
    Change vs previous 13F -1,243 shares

    0.07% of the 13F portfolio, value $1,820,520.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 40,914 shares
    Change vs previous 13F +403 shares

    0.07% of the 13F portfolio, value $1,882,862.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 40,511 shares
    Change vs previous 13F -171 shares

    0.08% of the 13F portfolio, value $2,065,270.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 40,682 shares
    Change vs previous 13F +32,475 shares

    0.08% of the 13F portfolio, value $1,914,515.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 8,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $356,576.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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