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Disclosery

Allworth Financial LP: SPEM position timeline

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

Allworth Financial LP held 7,221,745 SPEM 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 7,221,745 shares
    Change vs previous 13F -2,109,997 shares

    1.59% of the 13F portfolio, value $373,941,980.

    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 9,331,742 shares
    Change vs previous 13F -23,719 shares

    1.78% of the 13F portfolio, value $437,752,011.

    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 9,355,461 shares
    Change vs previous 13F +94,029 shares

    1.8% of the 13F portfolio, value $437,929,123.

    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 9,261,432 shares
    Change vs previous 13F +2,572,333 shares

    1.92% of the 13F portfolio, value $433,527,654.

    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 6,689,099 shares
    Change vs previous 13F +121,550 shares

    1.37% of the 13F portfolio, value $285,892,109.

    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 6,567,549 shares
    Change vs previous 13F +80,992 shares

    1.45% of the 13F portfolio, value $257,841,968.

    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 6,486,557 shares
    Change vs previous 13F +189,092 shares

    1.38% of the 13F portfolio, value $250,381,087.

    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 6,297,465 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $259,959,374.

    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).