BlackDiamond Wealth Management, LLC

Position in OZK — Bank OZK

CIK 1903059 NEW YORK, NY

Position in OZK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$226,643

+$22,249 QoQ

Shares Held

4,351

-2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BlackDiamond Wealth Management, LLC holds $1,018,473 across 3 Banks - Regional names. OZK ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	3,021	$743,830
2	OZK	Bank OZK This page	4,351	$226,643
3	PNBK	Patriot National Bancorp Inc	50,000	$48,000

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,643	4,351	-2.3%	Shares	Sole	2026-08-11
2026-03-31	$204,394	4,454	-0.6%	Shares	Sole	2026-05-12
2025-12-31	$206,261	4,482	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$226,504	4,443	-7.5%	Shares	Sole	2025-11-12
2025-06-30	$225,982	4,802	-1.2%	Shares	Sole	2025-08-13
2025-03-31	$211,080	4,858	-49.1%	Shares	Sole	2025-05-13
2024-12-31	$425,261	9,550	-16.5%	Shares	Sole	2025-02-10
2024-09-30	$491,590	11,435	-14.2%	Shares	Sole	2024-11-14
2024-06-30	$546,120	13,320	+4.2%	Shares	Sole	2024-08-13
2024-03-31	$581,160	12,784	-0.2%	Shares	Sole	2024-05-13
2023-12-31	$638,222	12,808	+5.2%	Shares	Sole	2024-02-09
2023-09-30	$451,364	12,176	-0.3%	Shares	Sole	2023-11-01
2023-06-30	$490,353	12,210	+5.9%	Shares	Sole	2023-07-31
2023-03-31	$394,155	11,525	+1.1%	Shares	Sole	2023-05-02
2022-12-31	$456,443	11,394	+6.9%	Shares	Sole	2023-01-18
2022-09-30	$421,828	10,663	-6.2%	Shares	Sole	2022-10-26
2022-06-30	$426,791	11,372	+0.0%	Shares	Sole	2022-07-22
2022-03-31	$485,413	11,368	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$528,162	11,351	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.