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DUFF & PHELPS INVESTMENT MANAGEMENT CO: SMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DUFF & PHELPS INVESTMENT MANAGEMENT CO on SMA, newest first. How the timeline and the estimate are built.

DUFF & PHELPS INVESTMENT MANAGEMENT CO held 967,028 SMA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 967,028 shares
    Change vs previous 13F +135,273 shares

    0.3% of the 13F portfolio, value $31,428,411.

    13F-HR/A 0001140361-26-032766 filed by DUFF & PHELPS INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 831,755 shares
    Change vs previous 13F -267,945 shares

    0.26% of the 13F portfolio, value $25,185,541.

    13F-HR/A 0001140361-26-029563 filed by DUFF & PHELPS INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,099,700 shares
    Change vs previous 13F +140,153 shares

    0.39% of the 13F portfolio, value $34,024,718.

    13F-HR 0001140361-26-002362 filed by DUFF & PHELPS INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 959,547 shares
    Change vs previous 13F +3,100 shares

    0.41% of the 13F portfolio, value $36,117,349.

    13F-HR 0001140361-25-041885 filed by DUFF & PHELPS INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 956,447 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $34,652,075.

    13F-HR 0001140361-25-030078 filed by DUFF & PHELPS INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).