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ZACKS INVESTMENT MANAGEMENT: WFRD position timeline

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

ZACKS INVESTMENT MANAGEMENT held 30,110 WFRD 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 30,110 shares
    Change vs previous 13F +337 shares

    0.02% of the 13F portfolio, value $2,454,065.

    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 29,773 shares
    Change vs previous 13F +3,310 shares

    0.02% of the 13F portfolio, value $2,815,991.

    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 26,463 shares
    Change vs previous 13F +5,869 shares

    0.02% of the 13F portfolio, value $2,071,051.

    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 20,594 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,409,281.

    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).