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ZACKS INVESTMENT MANAGEMENT: UFCS position timeline

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

ZACKS INVESTMENT MANAGEMENT held 103,681 UFCS 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 103,681 shares
    Change vs previous 13F +5,908 shares

    0.04% of the 13F portfolio, value $5,437,088.

    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 97,773 shares
    Change vs previous 13F +9,800 shares

    0.03% of the 13F portfolio, value $3,623,458.

    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 87,973 shares
    Change vs previous 13F +23,273 shares

    0.03% of the 13F portfolio, value $3,197,820.

    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 64,700 shares
    Change vs previous 13F +4,799 shares

    0.02% of the 13F portfolio, value $1,968,203.

    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 59,901 shares
    Change vs previous 13F +197 shares

    0.01% of the 13F portfolio, value $1,719,163.

    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 59,704 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,758,888.

    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).