Position in OZK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$204,394
-$1,867 QoQ
Shares Held
4,454
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BlackDiamond Wealth Management, LLC holds $893,788 across 3 Banks - Regional names. OZK ranks #2 (22.9% of the industry book) .
All Filings in OZK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,394 | 4,454 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $206,261 | 4,482 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $226,504 | 4,443 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $225,982 | 4,802 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $211,080 | 4,858 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $425,261 | 9,550 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $491,590 | 11,435 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $546,120 | 13,320 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $581,160 | 12,784 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $638,222 | 12,808 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $451,364 | 12,176 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $490,353 | 12,210 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $394,155 | 11,525 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $456,443 | 11,394 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $421,828 | 10,663 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $426,791 | 11,372 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $485,413 | 11,368 | 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. | ||||||