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ZACKS INVESTMENT MANAGEMENT: SPIB position timeline

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

ZACKS INVESTMENT MANAGEMENT held 217,939 SPIB 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 217,939 shares
    Change vs previous 13F +19,301 shares

    0.05% of the 13F portfolio, value $7,292,258.

    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 198,638 shares
    Change vs previous 13F -8,731 shares

    0.05% of the 13F portfolio, value $6,662,300.

    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 207,369 shares
    Change vs previous 13F -4,202 shares

    0.06% of the 13F portfolio, value $7,011,137.

    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 211,571 shares
    Change vs previous 13F -16,847 shares

    0.06% of the 13F portfolio, value $7,170,175.

    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 228,418 shares
    Change vs previous 13F -12,967 shares

    0.07% of the 13F portfolio, value $7,670,274.

    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 241,385 shares
    Change vs previous 13F +5,688 shares

    0.07% of the 13F portfolio, value $8,023,643.

    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 235,697 shares
    Change vs previous 13F +12,640 shares

    0.07% of the 13F portfolio, value $7,721,439.

    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 223,057 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,519,248.

    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).