Phillips Wealth Planners LLC

SEC CIK: 0001962628
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

OZK holding history

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

OZK overview All 13F holders of OZK Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of OZK by Phillips Wealth Planners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−4,390−100.0%	Sold out	Holders
Q4 2023	4,390	$201.2K	0.2%	+4,390	New	Holders
Q1 2023	0	$0	0.0%	−4,654−100.0%	Sold out	Holders
Q4 2022	4,654	$220.8K	0.4%	–	No prior filing	Holders