ZACKS INVESTMENT MANAGEMENT: AFRM position timeline

ZACKS INVESTMENT MANAGEMENT held 58,686 AFRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 58,686 shares

   Change vs previous 13F +3,013 shares

   0.03% of the 13F portfolio, value $4,785,866.

   13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 55,673 shares

   Change vs previous 13F -82,901 shares

   0.02% of the 13F portfolio, value $2,550,937.

   13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 138,574 shares

   Change vs previous 13F +85,854 shares

   0.08% of the 13F portfolio, value $10,314,095.

   13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 52,720 shares

   Change vs previous 13F -1,044 shares

   0.03% of the 13F portfolio, value $3,852,814.

   13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 53,764 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $3,717,215.

   13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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