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Focus Partners Wealth: OZK position timeline

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

Focus Partners Wealth held 148,335 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,335 shares
    Change vs previous 13F -46,374 shares

    0.01% of the 13F portfolio, value $7,722,963.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 106,894 shares
    • Focus Partners Advisor Solutions, LLC: 41,441 shares

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

  2. period ended2026-03-31
    13F 194,709 shares
    Change vs previous 13F +19,015 shares

    0.01% of the 13F portfolio, value $8,946,094.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 160,641 shares
    • Focus Partners Advisor Solutions, LLC: 34,068 shares

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

  3. period ended2025-12-31
    13F 175,694 shares
    Change vs previous 13F +120,540 shares

    0.01% of the 13F portfolio, value $8,085,484.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 142,614 shares
    • Focus Partners Advisor Solutions, LLC: 33,080 shares

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

  4. period ended2025-09-30
    13F 55,154 shares
    Change vs previous 13F -2,530 shares

    <0.01% of the 13F portfolio, value $2,801,072.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,794 shares
    • Focus Partners Advisor Solutions, LLC: 40,360 shares

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

  5. period ended2025-06-30
    13F 57,684 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $2,714,665.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,527 shares
    • Focus Partners Advisor Solutions, LLC: 42,157 shares

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

  6. period ended2025-03-31
    13F/A 57,821 shares
    Change vs previous 13F +3,539 shares

    0.01% of the 13F portfolio, value $2,512,365.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,711 shares
    • Focus Partners Advisor Solutions, LLC: 40,110 shares

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

  7. period ended2024-12-31
    13F/A 54,282 shares
    Change vs previous 13F +2,700 shares

    0.01% of the 13F portfolio, value $2,417,188.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,955 shares
    • Focus Partners Advisor Solutions, LLC: 38,327 shares

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

  8. period ended2024-09-30
    13F 51,582 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,217,521.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,602 shares
    • Focus Partners Advisor Solutions, LLC: 37,980 shares

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