Skip to content
Disclosery

Allworth Financial LP: SPDW position timeline

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

Allworth Financial LP held 22,428,705 SPDW 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 22,428,705 shares
    Change vs previous 13F -7,044,139 shares

    4.81% of the 13F portfolio, value $1,130,182,444.

    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 29,472,844 shares
    Change vs previous 13F -317,994 shares

    5.47% of the 13F portfolio, value $1,345,435,343.

    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 29,790,838 shares
    Change vs previous 13F +90,865 shares

    5.44% of the 13F portfolio, value $1,323,011,128.

    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 29,699,973 shares
    Change vs previous 13F -2,253,428 shares

    5.62% of the 13F portfolio, value $1,270,861,865.

    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 31,953,401 shares
    Change vs previous 13F +306,738 shares

    6.21% of the 13F portfolio, value $1,293,793,205.

    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 31,646,663 shares
    Change vs previous 13F -65,460 shares

    6.68% of the 13F portfolio, value $1,184,851,049.

    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 31,712,123 shares
    Change vs previous 13F +1,848,371 shares

    6.15% of the 13F portfolio, value $1,117,852,323.

    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 29,863,752 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $1,121,682,518.

    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).