Ridgewood Investments LLC

Position in OZK — Bank OZK

CIK 1703556 SPRINGFIELD, NJ

Position in OZK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,165,461

+$138,719 QoQ

Shares Held

22,374

0.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#213

of 523 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Ridgewood Investments LLC holds $4,829,305 across 4 Banks - Regional names. OZK ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AX	Axos Financial, Inc.	17,836	$1,737,048
2	OZK	Bank OZK This page	22,374	$1,165,461
3	TCBK	Trico Bancshares /	18,651	$1,004,356
4	NEWT	NewtekOne, Inc.	62,285	$922,440

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,165,461	22,374	0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,026,742	22,374	+77.4%	Shares	Sole	2026-04-03
2025-09-30	$642,908	12,611	+4.2%	Shares	Sole	2025-10-30
2025-06-30	$569,708	12,106	+258.7%	Shares	Sole	2025-07-14
2025-03-31	$146,643	3,375	+22400.0%	Shares	Sole	2025-05-07
2023-06-30	$602	15	-99.9%	Shares	Sole	2023-08-07
2023-03-31	$566,146	16,554	-6.6%	Shares	Sole	2023-04-25
2022-12-31	$710,063	17,725	-0.3%	Shares	Sole	2023-01-19
2022-09-30	$703,139	17,774	+3.5%	Shares	Sole	2022-10-13
2022-06-30	$644,315	17,168	-0.0%	Shares	Sole	2022-07-19
2022-03-31	$733,116	17,169	-19.6%	Shares	Sole	2022-04-11
2021-12-31	$993,182	21,345	0.0%	Shares	Sole	2022-01-18
2021-09-30	$917,408	21,345	-17.6%	Shares	Sole	2021-10-20
2021-06-30	$1,092,618	25,916	-1.7%	Shares	Sole	2021-07-22
2021-03-31	$1,077,500	26,377	-5.2%	Shares	Sole	2021-04-27
2020-12-31	$870,369	27,834	0.0%	Shares	Sole	2021-01-19
2020-09-30	$593,420	27,834	-5.9%	Shares	Sole	2020-10-14
2020-06-30	$694,336	29,584	-5.8%	Shares	Sole	2020-08-10
2020-03-31	$524,547	31,410	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.