Position in OZK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$281,286
-$320,278 QoQ
Shares Held
5,400
-54.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#359
of 523 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Koss-Olinger Consulting, LLC holds $1,264,212 across 5 Banks - Regional names. OZK ranks #3 (22.2% of the industry book) .
All Filings in OZK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,286 | 5,400 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $601,564 | 11,800 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $555,308 | 11,800 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $512,710 | 11,800 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $300,930 | 7,000 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $287,000 | 7,000 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $348,810 | 7,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $481,910 | 13,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $522,080 | 13,000 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $359,100 | 10,500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $320,480 | 8,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $316,480 | 8,000 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||