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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

OZK holding history

Bank OZK in every 13F filed by Raffa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OZK overviewAll 13F holders of OZKFull Q2 2026 holdings

Shares (Q2 2026)
41
Value
$2.14K
% of portfolio
<0.1%
Quarters held
35
Since Q2 2016
Holdings of OZK by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641$2.14K<0.1%+2+5.1%AddedHolders
Q1 202639$1.79K<0.1%+1+2.6%AddedHolders
Q4 202538$1.75K<0.1%00.0%UnchangedHolders
Q3 202538$1.94K<0.1%00.0%UnchangedHolders
Q2 202538$1.79K<0.1%00.0%UnchangedHolders
Q1 202538$1.65K<0.1%00.0%UnchangedHolders
Q4 202438$1.69K<0.1%00.0%UnchangedHolders
Q3 202438$1.63K<0.1%00.0%UnchangedHolders
Q2 202438$1.56K<0.1%00.0%UnchangedHolders
Q1 202438$1.73K<0.1%00.0%UnchangedHolders
Q4 202338$1.89K<0.1%00.0%UnchangedHolders
Q3 202338$1.41K<0.1%00.0%UnchangedHolders
Q2 202338$1.53K<0.1%00.0%UnchangedHolders
Q1 202338$1.30K<0.1%00.0%UnchangedHolders
Q4 202238$1.52K<0.1%00.0%UnchangedHolders
Q3 202238$1.50K<0.1%00.0%UnchangedHolders
Q2 202238$1.43K<0.1%00.0%UnchangedHolders
Q1 202238$1.62K<0.1%00.0%UnchangedHolders
Q4 202138$1.77K<0.1%00.0%UnchangedHolders
Q3 202138$1.63K<0.1%00.0%UnchangedHolders
Q2 202138$1.60K<0.1%00.0%UnchangedHolders
Q1 202138$1.55K<0.1%00.0%UnchangedHolders
Q4 202038$1.19K<0.1%00.0%Unchanged–
Q3 202038$810<0.1%00.0%Unchanged–
Q2 202038$892<0.1%00.0%Unchanged–
Q1 202038$635<0.1%00.0%Unchanged–
Q4 201938$1.16K<0.1%00.0%Unchanged–
Q3 201938$1.04K<0.1%+38New–
Q2 20190$00.0%−38−100.0%Sold out–
Q1 201938$1.10K<0.1%00.0%Unchanged–
Q4 201838$868<0.1%+38New–
Q3 20170$00.0%−60−100.0%Sold out–
Q2 201760$2.81K<0.1%00.0%Unchanged–
Q1 201760$3.12K<0.1%00.0%Unchanged–
Q4 201660$3.15K<0.1%+19+46.3%Added–
Q3 201641$1.57K<0.1%+19+86.4%Added–
Q2 201622$825<0.1%+22New–