Position in OZK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$661,282
+$80,774 QoQ
Shares Held
12,695
+0.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#275
of 523 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gilliland Jeter Wealth Management LLC holds $4,375,874 across 5 Banks - Regional names. OZK ranks #2 (15.1% of the industry book) .
All Filings in OZK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,282 | 12,695 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $580,508 | 12,650 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $580,174 | 12,607 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $642,093 | 12,595 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $590,932 | 12,557 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $543,559 | 12,510 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $555,333 | 12,471 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $660,455 | 15,363 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $569,654 | 13,894 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $698,401 | 15,363 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $918,416 | 18,431 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||