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Allworth Financial LP: SPB position timeline

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

Allworth Financial LP held 337 SPB 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 337 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $28,875.

    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 204 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $15,063.

    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 128 shares
    Change vs previous 13F +107 shares

    <0.01% of the 13F portfolio, value $7,585.

    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 21 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $1,124.

    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 26 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $1,366.

    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 21 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $1,294.

    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 32 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $2,739.

    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 60 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,725.

    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).