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ZACKS INVESTMENT MANAGEMENT: SPDW position timeline

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

ZACKS INVESTMENT MANAGEMENT held 25,859 SPDW 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 25,859 shares
    Change vs previous 13F +2,702 shares

    0.01% of the 13F portfolio, value $1,303,080.

    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 23,157 shares
    Change vs previous 13F +3,806 shares

    0.01% of the 13F portfolio, value $1,057,126.

    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 19,351 shares
    Change vs previous 13F -4,362 shares

    0.01% of the 13F portfolio, value $859,381.

    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 23,713 shares
    Change vs previous 13F -8,156 shares

    0.01% of the 13F portfolio, value $1,014,690.

    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 31,869 shares
    Change vs previous 13F +7,451 shares

    0.01% of the 13F portfolio, value $1,290,358.

    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 24,418 shares
    Change vs previous 13F +5,150 shares

    0.01% of the 13F portfolio, value $889,067.

    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 19,268 shares
    Change vs previous 13F +320 shares

    0.01% of the 13F portfolio, value $657,607.

    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 18,948 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $711,694.

    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).