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ZACKS INVESTMENT MANAGEMENT: AMG position timeline

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

ZACKS INVESTMENT MANAGEMENT held 32,115 AMG 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 32,115 shares
    Change vs previous 13F -609 shares

    0.08% of the 13F portfolio, value $10,868,054.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 32,724 shares
    Change vs previous 13F +1,253 shares

    0.07% of the 13F portfolio, value $9,054,624.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 31,471 shares
    Change vs previous 13F +279 shares

    0.07% of the 13F portfolio, value $9,072,393.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 31,192 shares
    Change vs previous 13F +4,981 shares

    0.06% of the 13F portfolio, value $7,437,176.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 26,211 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,157,452.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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