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Disclosery

Pathstone Holdings, LLC: OZK position timeline

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

Pathstone Holdings, LLC held 26,421 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 26,421 shares
    Change vs previous 13F -672 shares

    <0.01% of the 13F portfolio, value $1,376,274.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 27,093 shares
    Change vs previous 13F +272 shares

    <0.01% of the 13F portfolio, value $1,243,301.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 26,821 shares
    Change vs previous 13F -9,974 shares

    <0.01% of the 13F portfolio, value $1,234,304.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 36,795 shares
    Change vs previous 13F +1,499 shares

    0.01% of the 13F portfolio, value $1,875,812.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,296 shares
    Change vs previous 13F -835 shares

    0.01% of the 13F portfolio, value $1,661,032.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    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 36,131 shares
    Change vs previous 13F +2,720 shares

    0.01% of the 13F portfolio, value $1,571,407.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 33,411 shares
    Change vs previous 13F +10,199 shares

    0.01% of the 13F portfolio, value $1,545,103.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,212 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $997,884.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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