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ZACKS INVESTMENT MANAGEMENT: SPBO position timeline

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

ZACKS INVESTMENT MANAGEMENT held 29,132 SPBO 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 29,132 shares
    Change vs previous 13F -6,911 shares

    0.01% of the 13F portfolio, value $845,993.

    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 36,043 shares
    Change vs previous 13F -11,211 shares

    0.01% of the 13F portfolio, value $1,046,328.

    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 47,254 shares
    Change vs previous 13F -9,440 shares

    0.01% of the 13F portfolio, value $1,386,432.

    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 56,694 shares
    Change vs previous 13F -31,330 shares

    0.01% of the 13F portfolio, value $1,679,843.

    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 88,024 shares
    Change vs previous 13F -79,720 shares

    0.02% of the 13F portfolio, value $2,572,061.

    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 167,744 shares
    Change vs previous 13F +290 shares

    0.05% of the 13F portfolio, value $4,869,608.

    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 167,454 shares
    Change vs previous 13F -10,046 shares

    0.04% of the 13F portfolio, value $4,795,883.

    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 177,500 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,330,325.

    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).