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Disclosery

Allworth Financial LP: SMMU position timeline

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

Allworth Financial LP held 132,622 SMMU 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 132,622 shares
    Change vs previous 13F -123 shares

    0.03% of the 13F portfolio, value $6,697,434.

    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 132,745 shares
    Change vs previous 13F +10,411 shares

    0.03% of the 13F portfolio, value $6,697,001.

    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 122,334 shares
    Change vs previous 13F +10,705 shares

    0.03% of the 13F portfolio, value $6,169,284.

    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 111,629 shares
    Change vs previous 13F +13,724 shares

    0.02% of the 13F portfolio, value $5,645,054.

    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 97,905 shares
    Change vs previous 13F +12,856 shares

    0.02% of the 13F portfolio, value $4,911,910.

    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 85,049 shares
    Change vs previous 13F +37,709 shares

    0.02% of the 13F portfolio, value $4,227,785.

    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 47,340 shares
    Change vs previous 13F -937 shares

    0.01% of the 13F portfolio, value $2,366,551.

    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 48,277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,438,008.

    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).