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Disclosery

BENJAMIN EDWARDS INC: OZK position timeline

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

BENJAMIN EDWARDS INC held 11,770 OZK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,770 shares
    Change vs previous 13F +202 shares

    0.01% of the 13F portfolio, value $613,436.

    13F-HR 0001451623-26-000004 filed by BENJAMIN EDWARDS INC
    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 11,568 shares
    Change vs previous 13F +586 shares

    0.01% of the 13F portfolio, value $531,157.

    13F-HR 0001451623-26-000003 filed by BENJAMIN EDWARDS INC
    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 10,982 shares
    Change vs previous 13F +578 shares

    0.01% of the 13F portfolio, value $505,586.

    13F-HR 0001451623-26-000001 filed by BENJAMIN EDWARDS INC
    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 10,404 shares
    Change vs previous 13F +1,301 shares

    0.01% of the 13F portfolio, value $530,590.

    13F-HR 0001451623-25-000012 filed by BENJAMIN EDWARDS INC
    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 9,103 shares
    Change vs previous 13F +1,119 shares

    0.01% of the 13F portfolio, value $428,414.

    13F-HR 0001445065-25-000007 filed by BENJAMIN EDWARDS INC
    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 7,984 shares
    Change vs previous 13F +718 shares

    <0.01% of the 13F portfolio, value $346,922.

    13F-HR 0001451623-25-000004 filed by BENJAMIN EDWARDS INC
    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 7,266 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $323,752.

    13F-HR 0001451623-25-000001 filed by BENJAMIN EDWARDS INC
    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 7,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $317,079.

    13F-HR 0001445065-24-000019 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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