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Disclosery

Allworth Financial LP: SAP position timeline

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

Allworth Financial LP held 3,304 SAP 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 3,304 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $509,224.

    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 3,256 shares
    Change vs previous 13F +538 shares

    <0.01% of the 13F portfolio, value $557,390.

    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 2,718 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $660,206.

    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 2,444 shares
    Change vs previous 13F +357 shares

    <0.01% of the 13F portfolio, value $653,091.

    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 2,087 shares
    Change vs previous 13F -617 shares

    <0.01% of the 13F portfolio, value $634,521.

    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 2,704 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $739,740.

    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 2,713 shares
    Change vs previous 13F +680 shares

    <0.01% of the 13F portfolio, value $740,770.

    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 2,033 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $465,706.

    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).