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OPPENHEIMER ASSET MANAGEMENT INC.: OZK position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 55,512 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,512 shares
    Change vs previous 13F -22,936 shares

    0.03% of the 13F portfolio, value $2,891,620.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT 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 78,448 shares
    Change vs previous 13F -8,364 shares

    0.04% of the 13F portfolio, value $3,599,979.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT 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 86,812 shares
    Change vs previous 13F -2,967 shares

    0.05% of the 13F portfolio, value $3,995,089.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT 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 89,779 shares
    Change vs previous 13F +23,673 shares

    0.05% of the 13F portfolio, value $4,576,934.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 89,779 shares

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

  5. period ended2025-06-30
    13F 66,106 shares
    Change vs previous 13F -23,449 shares

    0.02% of the 13F portfolio, value $3,110,948.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 5,818 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 60,288 shares

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

  6. period ended2025-03-31
    13F 89,555 shares
    Change vs previous 13F +19,801 shares

    0.03% of the 13F portfolio, value $3,891,165.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 7,042 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 82,513 shares

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

  7. period ended2024-12-31
    13F 69,754 shares
    Change vs previous 13F +18,720 shares

    0.02% of the 13F portfolio, value $3,106,145.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 10,742 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 59,012 shares

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

  8. period ended2024-09-30
    13F 51,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,193,951.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 6,968 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 44,066 shares

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