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Disclosery

Allworth Financial LP: SM position timeline

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

Allworth Financial LP held 3,072 SM 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 3,072 shares
    Change vs previous 13F -3,581 shares

    <0.01% of the 13F portfolio, value $80,180.

    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 6,653 shares
    Change vs previous 13F +6,239 shares

    <0.01% of the 13F portfolio, value $207,441.

    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 414 shares
    Change vs previous 13F +96 shares

    <0.01% of the 13F portfolio, value $7,742.

    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 318 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $7,941.

    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 250 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $6,178.

    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 106 shares
    Change vs previous 13F -91 shares

    <0.01% of the 13F portfolio, value $2,457.

    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 197 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $8,231.

    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 279 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,152.

    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).