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ZACKS INVESTMENT MANAGEMENT: UI position timeline

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

ZACKS INVESTMENT MANAGEMENT held 7,386 UI 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 7,386 shares
    Change vs previous 13F -2,239 shares

    0.03% of the 13F portfolio, value $3,944,934.

    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 9,625 shares
    Change vs previous 13F +121 shares

    0.06% of the 13F portfolio, value $7,606,821.

    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 9,504 shares
    Change vs previous 13F -117 shares

    0.04% of the 13F portfolio, value $5,258,961.

    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 9,621 shares
    Change vs previous 13F -35,986 shares

    0.05% of the 13F portfolio, value $6,356,447.

    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 45,607 shares
    Change vs previous 13F +594 shares

    0.16% of the 13F portfolio, value $18,774,325.

    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 45,013 shares
    Change vs previous 13F +1,512 shares

    0.13% of the 13F portfolio, value $13,960,280.

    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 43,501 shares
    Change vs previous 13F +3,397 shares

    0.13% of the 13F portfolio, value $14,439,180.

    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 40,104 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,891,736.

    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).