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Disclosery

Allworth Financial LP: SAN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SAN, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 48,563 SAN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,563 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $670,167.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 48,461 shares
    Change vs previous 13F +4,252 shares

    <0.01% of the 13F portfolio, value $546,645.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 44,209 shares
    Change vs previous 13F +2,642 shares

    <0.01% of the 13F portfolio, value $518,577.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 41,567 shares
    Change vs previous 13F +1,550 shares

    <0.01% of the 13F portfolio, value $435,627.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 40,017 shares
    Change vs previous 13F +28,083 shares

    <0.01% of the 13F portfolio, value $332,142.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 11,934 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $84,855.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 11,818 shares
    Change vs previous 13F +911 shares

    <0.01% of the 13F portfolio, value $57,438.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 10,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $55,629.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).