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Disclosery

Allworth Financial LP: SEI position timeline

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

Allworth Financial LP held 74 SEI 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 74 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $5,955.

    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 99 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $5,595.

    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 157 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $7,218.

    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 121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,837.

    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).