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ZACKS INVESTMENT MANAGEMENT: FERG position timeline

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

ZACKS INVESTMENT MANAGEMENT held 312,034 FERG 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 312,034 shares
    Change vs previous 13F -932 shares

    0.53% of the 13F portfolio, value $74,055,142.

    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 312,966 shares
    Change vs previous 13F -482 shares

    0.59% of the 13F portfolio, value $73,002,428.

    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 313,448 shares
    Change vs previous 13F -76,098 shares

    0.55% of the 13F portfolio, value $69,782,747.

    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 389,546 shares
    Change vs previous 13F +295,635 shares

    0.7% of the 13F portfolio, value $87,484,519.

    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 93,911 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $20,449,112.

    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).