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Disclosery

Allworth Financial LP: SEIX position timeline

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

Allworth Financial LP held 5,911 SEIX 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 5,911 shares
    Change vs previous 13F +1,091 shares

    <0.01% of the 13F portfolio, value $136,732.

    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 4,820 shares
    Change vs previous 13F -3,362 shares

    <0.01% of the 13F portfolio, value $111,160.

    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 8,182 shares
    Change vs previous 13F -2,426 shares

    <0.01% of the 13F portfolio, value $191,011.

    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 10,608 shares
    Change vs previous 13F -4,907 shares

    <0.01% of the 13F portfolio, value $250,238.

    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 15,515 shares
    Change vs previous 13F -9,171 shares

    <0.01% of the 13F portfolio, value $365,529.

    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 24,686 shares
    Change vs previous 13F -15,706 shares

    <0.01% of the 13F portfolio, value $574,686.

    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 40,392 shares
    Change vs previous 13F -58,548 shares

    0.01% of the 13F portfolio, value $966,571.

    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 98,940 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,354,781.

    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).