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Disclosery

Corient Private Wealth LP: OZK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on OZK, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 182,738 OZK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 182,738 shares
    Change vs previous 13F +19,595 shares

    0.01% of the 13F portfolio, value $9,518,836.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 163,143 shares
    Change vs previous 13F +127,247 shares

    0.01% of the 13F portfolio, value $7,431,926.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 35,896 shares
    Change vs previous 13F +4,553 shares

    <0.01% of the 13F portfolio, value $1,652,214.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 31,343 shares
    Change vs previous 13F +664 shares

    <0.01% of the 13F portfolio, value $1,597,891.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 30,679 shares
    Change vs previous 13F +1,418 shares

    <0.01% of the 13F portfolio, value $1,443,753.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 29,261 shares
    Change vs previous 13F +4,368 shares

    <0.01% of the 13F portfolio, value $1,271,407.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 24,893 shares
    Change vs previous 13F +972 shares

    <0.01% of the 13F portfolio, value $1,108,524.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 23,921 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,028,379.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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