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CI INVESTMENTS INC.: OZK position timeline

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

CI INVESTMENTS INC. held 163,780 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,780 shares
    Change vs previous 13F -14,502 shares

    0.03% of the 13F portfolio, value $8,531,300.

    13F-HR 0001163648-26-000011 filed by CI INVESTMENTS 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 178,282 shares
    Change vs previous 13F -12,496 shares

    0.04% of the 13F portfolio, value $8,181,361.

    13F-HR 0001163648-26-000005 filed by CI INVESTMENTS 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 190,778 shares
    Change vs previous 13F -6,634 shares

    0.04% of the 13F portfolio, value $8,779,604.

    13F-HR 0001163648-26-000003 filed by CI INVESTMENTS 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 197,412 shares
    Change vs previous 13F -1,460 shares

    0.04% of the 13F portfolio, value $10,064,000.

    13F-HR 0001163648-25-000016 filed by CI INVESTMENTS 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 198,872 shares
    Change vs previous 13F -15,917 shares

    0.04% of the 13F portfolio, value $9,359,000.

    13F-HR 0001163648-25-000009 filed by CI INVESTMENTS 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 214,789 shares
    Change vs previous 13F -15,344 shares

    0.04% of the 13F portfolio, value $9,333,000.

    13F-HR 0001163648-25-000004 filed by CI INVESTMENTS 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 230,133 shares
    Change vs previous 13F -18,739 shares

    0.04% of the 13F portfolio, value $10,248,000.

    13F-HR 0001163648-25-000002 filed by CI INVESTMENTS 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 248,872 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,699,000.

    13F-HR 0001163648-24-000024 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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