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Disclosery

Allworth Financial LP: SGOV position timeline

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

Allworth Financial LP held 193,812 SGOV 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 193,812 shares
    Change vs previous 13F -3,214 shares

    0.08% of the 13F portfolio, value $19,511,093.

    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 197,026 shares
    Change vs previous 13F +2,520 shares

    0.08% of the 13F portfolio, value $19,832,659.

    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 194,506 shares
    Change vs previous 13F -20,995 shares

    0.08% of the 13F portfolio, value $19,524,522.

    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 215,501 shares
    Change vs previous 13F -20,558 shares

    0.1% of the 13F portfolio, value $21,700,911.

    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 236,059 shares
    Change vs previous 13F -208 shares

    0.11% of the 13F portfolio, value $23,768,785.

    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 236,267 shares
    Change vs previous 13F +6,953 shares

    0.13% of the 13F portfolio, value $23,770,860.

    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 229,314 shares
    Change vs previous 13F +17,858 shares

    0.13% of the 13F portfolio, value $23,062,071.

    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 211,456 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $21,297,868.

    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).