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Disclosery

Allworth Financial LP: SDY position timeline

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

Allworth Financial LP held 27,894 SDY 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 27,894 shares
    Change vs previous 13F -26,371 shares

    0.02% of the 13F portfolio, value $4,244,960.

    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 54,265 shares
    Change vs previous 13F +1,497 shares

    0.03% of the 13F portfolio, value $7,919,479.

    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 52,768 shares
    Change vs previous 13F +24,952 shares

    0.03% of the 13F portfolio, value $7,343,246.

    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 27,816 shares
    Change vs previous 13F -177 shares

    0.02% of the 13F portfolio, value $3,895,615.

    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 27,993 shares
    Change vs previous 13F +1,629 shares

    0.02% of the 13F portfolio, value $3,799,446.

    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 26,364 shares
    Change vs previous 13F -226 shares

    0.02% of the 13F portfolio, value $3,440,287.

    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 26,590 shares
    Change vs previous 13F +4,060 shares

    0.02% of the 13F portfolio, value $3,546,355.

    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 22,530 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,200,174.

    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).