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Disclosery

Allworth Financial LP: SHY position timeline

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

Allworth Financial LP held 35,039 SHY 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 35,039 shares
    Change vs previous 13F -4,590 shares

    0.01% of the 13F portfolio, value $2,877,082.

    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 39,629 shares
    Change vs previous 13F -1,055 shares

    0.01% of the 13F portfolio, value $3,272,195.

    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 40,684 shares
    Change vs previous 13F -6,751 shares

    0.01% of the 13F portfolio, value $3,369,484.

    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 47,435 shares
    Change vs previous 13F -5,628 shares

    0.02% of the 13F portfolio, value $3,935,178.

    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 53,063 shares
    Change vs previous 13F +43,383 shares

    0.02% of the 13F portfolio, value $4,396,819.

    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 9,680 shares
    Change vs previous 13F -760 shares

    <0.01% of the 13F portfolio, value $801,210.

    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 10,440 shares
    Change vs previous 13F +1,779 shares

    <0.01% of the 13F portfolio, value $857,056.

    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 8,661 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $720,135.

    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).