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Disclosery

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.: SR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. on SR, newest first. How the timeline and the estimate are built.

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. held 1,051,301 SR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,051,301 shares
    Change vs previous 13F +199,569 shares

    0.73% of the 13F portfolio, value $82,096,095.

    13F-HR 0001021642-26-000003 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 851,732 shares
    Change vs previous 13F -102,900 shares

    0.77% of the 13F portfolio, value $77,115,815.

    13F-HR 0001021642-26-000002 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 954,632 shares
    Change vs previous 13F -48,630 shares

    0.77% of the 13F portfolio, value $78,948,066.

    13F-HR 0001021642-26-000001 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 1,003,262 shares
    Change vs previous 13F +29,135 shares

    0.74% of the 13F portfolio, value $81,785,919.

    13F-HR 0001021642-25-000008 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 974,127 shares
    Change vs previous 13F +80,965 shares

    0.67% of the 13F portfolio, value $71,101,530.

    13F-HR 0001021642-25-000004 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 893,162 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $69,889,000.

    13F-HR 0001021642-25-000003 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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