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Disclosery

Allworth Financial LP: SHV position timeline

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

Allworth Financial LP held 11,874 SHV 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 11,874 shares
    Change vs previous 13F -3,226 shares

    0.01% of the 13F portfolio, value $1,310,337.

    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 15,100 shares
    Change vs previous 13F -1,358 shares

    0.01% of the 13F portfolio, value $1,666,932.

    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 16,458 shares
    Change vs previous 13F -7,785 shares

    0.01% of the 13F portfolio, value $1,812,836.

    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 24,243 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $2,678,644.

    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 24,311 shares
    Change vs previous 13F -1,081 shares

    0.01% of the 13F portfolio, value $2,684,453.

    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 25,392 shares
    Change vs previous 13F +651 shares

    0.02% of the 13F portfolio, value $2,802,768.

    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 24,741 shares
    Change vs previous 13F -1,479 shares

    0.02% of the 13F portfolio, value $2,730,447.

    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 26,220 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,900,682.

    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).