Skip to main content

Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

OZK holding history

Bank OZK in every 13F filed by Cornerstone Planning Group 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)
43
Value
$2.19K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of OZK by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643$2.19K<0.1%+3+7.5%AddedHolders
Q1 202640$1.94K<0.1%00.0%UnchangedHolders
Q4 202540$1.87K<0.1%00.0%UnchangedHolders
Q3 202540$1.78K<0.1%00.0%UnchangedHolders
Q2 202540$1.95K<0.1%00.0%UnchangedHolders
Q1 202540$1.68K<0.1%00.0%UnchangedHolders
Q4 202440$2.05K<0.1%00.0%UnchangedHolders
Q3 202440$1.77K<0.1%00.0%UnchangedHolders
Q2 202440$1.65K<0.1%00.0%UnchangedHolders
Q1 202440$1.87K<0.1%00.0%UnchangedHolders
Q4 202340$1.99K<0.1%00.0%UnchangedHolders
Q3 202340$1.48K<0.1%−120−75.0%ReducedHolders
Q2 2023160$6.43K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022160$6.42K<0.1%–No prior filingHolders