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Disclosery

CWM, LLC: OZK position timeline

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

CWM, LLC held 27,061 OZK shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 27,061 shares
    Change vs previous 13F -3,973 shares

    <0.01% of the 13F portfolio, value $1,241,834.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 31,034 shares
    Change vs previous 13F -6,876 shares

    <0.01% of the 13F portfolio, value $1,428,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 37,910 shares
    Change vs previous 13F +2,164 shares

    0.01% of the 13F portfolio, value $1,933,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 35,746 shares
    Change vs previous 13F -9,623 shares

    0.01% of the 13F portfolio, value $1,682,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 45,369 shares
    Change vs previous 13F +17,412 shares

    0.01% of the 13F portfolio, value $1,971,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 27,957 shares
    Change vs previous 13F +6,004 shares

    0.01% of the 13F portfolio, value $1,245,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 21,953 shares
    Change vs previous 13F +12,207 shares

    <0.01% of the 13F portfolio, value $944,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $400,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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