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Disclosery

Allworth Financial LP: SHM position timeline

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

Allworth Financial LP held 158,979 SHM 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 158,979 shares
    Change vs previous 13F -32,849 shares

    0.03% of the 13F portfolio, value $7,625,444.

    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 191,828 shares
    Change vs previous 13F -5,908 shares

    0.04% of the 13F portfolio, value $9,175,126.

    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 197,736 shares
    Change vs previous 13F -15,807 shares

    0.04% of the 13F portfolio, value $9,489,357.

    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 213,543 shares
    Change vs previous 13F -5,249 shares

    0.05% of the 13F portfolio, value $10,297,068.

    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 218,792 shares
    Change vs previous 13F -5,310 shares

    0.05% of the 13F portfolio, value $10,464,810.

    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 224,102 shares
    Change vs previous 13F -15,553 shares

    0.06% of the 13F portfolio, value $10,582,116.

    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 239,655 shares
    Change vs previous 13F -24,824 shares

    0.06% of the 13F portfolio, value $11,383,600.

    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 264,479 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $12,732,038.

    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).