Allworth Financial LP: SHG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SHG, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 3,049 SHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,049 sharesChange vs previous 13F +501 shares
<0.01% of the 13F portfolio, value $192,863.
13F-HR 0001140361-26-032279 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,548 sharesChange vs previous 13F +845 shares
<0.01% of the 13F portfolio, value $156,252.
13F-HR 0001140361-26-021379 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,703 sharesChange vs previous 13F +189 shares
<0.01% of the 13F portfolio, value $91,333.
13F-HR 0001140361-26-003753 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,514 sharesChange vs previous 13F -535 shares
<0.01% of the 13F portfolio, value $76,255.
13F-HR 0001140361-25-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,049 sharesChange vs previous 13F +140 shares
<0.01% of the 13F portfolio, value $92,574.
13F-HR 0001140361-25-029630 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,909 sharesChange vs previous 13F +104 shares
<0.01% of the 13F portfolio, value $66,033.
13F-HR 0001140361-25-016624 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,805 sharesChange vs previous 13F +100 shares
<0.01% of the 13F portfolio, value $63,573.
13F-HR 0001140361-25-002456 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,705 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $72,241.
13F-HR 0001140361-24-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).