Allworth Financial LP: SJM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SJM, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 11,822 SJM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 11,822 sharesChange vs previous 13F -36,148 shares
0.01% of the 13F portfolio, value $1,329,956.
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 47,970 sharesChange vs previous 13F +3,234 shares
0.02% of the 13F portfolio, value $4,626,227.
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 44,736 sharesChange vs previous 13F +35,269 shares
0.02% of the 13F portfolio, value $4,375,635.
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 9,467 sharesChange vs previous 13F +791 shares
<0.01% of the 13F portfolio, value $1,028,162.
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 8,676 sharesChange vs previous 13F -127 shares
<0.01% of the 13F portfolio, value $851,983.
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 8,803 sharesChange vs previous 13F -9 shares
0.01% of the 13F portfolio, value $1,018,371.
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 8,812 sharesChange vs previous 13F +6,952 shares
<0.01% of the 13F portfolio, value $900,185.
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 1,860 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $225,303.
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).