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Disclosery

Allworth Financial LP: SMB position timeline

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

Allworth Financial LP held 2,276,569 SMB 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 2,276,569 shares
    Change vs previous 13F -98,441 shares

    0.17% of the 13F portfolio, value $39,498,478.

    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 2,375,010 shares
    Change vs previous 13F +209,085 shares

    0.17% of the 13F portfolio, value $41,087,670.

    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 2,165,925 shares
    Change vs previous 13F +152,768 shares

    0.15% of the 13F portfolio, value $37,708,747.

    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 2,013,157 shares
    Change vs previous 13F +146,094 shares

    0.16% of the 13F portfolio, value $35,069,188.

    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 1,867,063 shares
    Change vs previous 13F +96,020 shares

    0.15% of the 13F portfolio, value $32,225,500.

    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 1,771,043 shares
    Change vs previous 13F +137,499 shares

    0.17% of the 13F portfolio, value $30,107,739.

    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 1,633,544 shares
    Change vs previous 13F +376,034 shares

    0.15% of the 13F portfolio, value $27,998,938.

    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 1,257,510 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $21,742,351.

    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).