Skip to content
Disclosery

Allworth Financial LP: SCHB position timeline

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

Allworth Financial LP held 1,809,502 SCHB 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 1,809,502 shares
    Change vs previous 13F +106,193 shares

    0.22% of the 13F portfolio, value $52,403,175.

    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 1,703,309 shares
    Change vs previous 13F +293,194 shares

    0.17% of the 13F portfolio, value $42,753,046.

    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 1,410,115 shares
    Change vs previous 13F +5,649 shares

    0.15% of the 13F portfolio, value $36,987,310.

    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 1,404,466 shares
    Change vs previous 13F -60,993 shares

    0.16% of the 13F portfolio, value $36,108,820.

    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 1,465,459 shares
    Change vs previous 13F +12,248 shares

    0.17% of the 13F portfolio, value $34,921,894.

    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 1,453,211 shares
    Change vs previous 13F +565,439 shares

    0.17% of the 13F portfolio, value $30,604,622.

    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 887,772 shares
    Change vs previous 13F +844,190 shares

    0.12% of the 13F portfolio, value $20,898,157.

    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 43,582 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,899,108.

    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).