Bank Ozk shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Bank Ozk
Tip: Access up to 7 years of quarterly data
All positions including Bank Ozk held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank Ozk by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 73k | 51.99 |
| 2025-06-30 | $3.3M | 65k | 51.00 |
| 2025-03-31 | $3.2M | 73k | 43.45 |
| 2024-12-31 | $2.8M | 63k | 44.53 |
| 2024-06-30 | $2.0M | 50k | 41.00 |
| 2024-03-31 | $2.5M | 56k | 45.46 |
| 2023-12-31 | $2.7M | 54k | 49.83 |
| 2023-09-30 | $2.0M | 54k | 37.07 |
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