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ZACKS INVESTMENT MANAGEMENT: SPOT position timeline

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

ZACKS INVESTMENT MANAGEMENT held 1,890 SPOT 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 1,890 shares
    Change vs previous 13F -62,846 shares

    0.01% of the 13F portfolio, value $868,153.

    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 64,736 shares
    Change vs previous 13F -2,282 shares

    0.25% of the 13F portfolio, value $31,391,053.

    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 67,018 shares
    Change vs previous 13F -1,177 shares

    0.31% of the 13F portfolio, value $38,918,237.

    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 68,195 shares
    Change vs previous 13F -32,644 shares

    0.38% of the 13F portfolio, value $47,600,523.

    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 100,839 shares
    Change vs previous 13F -163 shares

    0.66% of the 13F portfolio, value $77,377,417.

    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 101,002 shares
    Change vs previous 13F +7,757 shares

    0.52% of the 13F portfolio, value $55,554,337.

    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 93,245 shares
    Change vs previous 13F -15,466 shares

    0.39% of the 13F portfolio, value $41,715,899.

    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 108,711 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $40,063,094.

    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).