Skip to content
Disclosery

ZACKS INVESTMENT MANAGEMENT: SHY position timeline

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

ZACKS INVESTMENT MANAGEMENT held 399,031 SHY 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 399,031 shares
    Change vs previous 13F -48 shares

    0.23% of the 13F portfolio, value $32,764,486.

    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 399,079 shares
    Change vs previous 13F +34,676 shares

    0.26% of the 13F portfolio, value $32,951,968.

    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 364,403 shares
    Change vs previous 13F -8,716 shares

    0.24% of the 13F portfolio, value $30,179,896.

    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 373,119 shares
    Change vs previous 13F +6,892 shares

    0.25% of the 13F portfolio, value $30,954,019.

    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 366,227 shares
    Change vs previous 13F +3,050 shares

    0.26% of the 13F portfolio, value $30,345,581.

    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).

  6. period ended2025-03-31
    13F 363,177 shares
    Change vs previous 13F +17,407 shares

    0.28% of the 13F portfolio, value $30,045,637.

    13F-HR 0001172661-25-001873 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).

  7. period ended2024-12-31
    13F 345,770 shares
    Change vs previous 13F -13,367 shares

    0.26% of the 13F portfolio, value $28,346,204.

    13F-HR 0001172661-25-000838 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).

  8. period ended2024-09-30
    13F 359,137 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $29,862,253.

    13F-HR 0001172661-24-004993 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).