Skip to content
Disclosery

Allworth Financial LP: SMBK position timeline

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

Allworth Financial LP held 156 SMBK 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 156 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $7,320.

    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 114 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $4,456.

    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 79 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $2,923.

    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 84 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $3,002.

    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 83 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $2,804.

    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 16 shares
    Change vs previous 13F -113 shares

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

    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 129 shares
    Change vs previous 13F +77 shares

    <0.01% of the 13F portfolio, value $4,487.

    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 52 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,516.

    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).