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Disclosery

Allworth Financial LP: SPAB position timeline

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

Allworth Financial LP held 153,010 SPAB 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 153,010 shares
    Change vs previous 13F -14,665 shares

    0.02% of the 13F portfolio, value $3,904,804.

    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 167,675 shares
    Change vs previous 13F -5,453 shares

    0.02% of the 13F portfolio, value $4,295,836.

    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 173,128 shares
    Change vs previous 13F -6,600 shares

    0.02% of the 13F portfolio, value $4,458,047.

    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 179,728 shares
    Change vs previous 13F -9,257 shares

    0.02% of the 13F portfolio, value $4,645,979.

    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 188,985 shares
    Change vs previous 13F -3,655 shares

    0.02% of the 13F portfolio, value $4,838,022.

    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 192,640 shares
    Change vs previous 13F -16,229 shares

    0.03% of the 13F portfolio, value $4,881,490.

    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 208,869 shares
    Change vs previous 13F -33,067 shares

    0.03% of the 13F portfolio, value $5,232,175.

    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 241,936 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,324,211.

    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).