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Disclosery

Allworth Financial LP: SPG position timeline

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

Allworth Financial LP held 18,256 SPG 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 18,256 shares
    Change vs previous 13F -1,353 shares

    0.02% of the 13F portfolio, value $4,082,871.

    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 19,609 shares
    Change vs previous 13F -1,214 shares

    0.01% of the 13F portfolio, value $3,657,576.

    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 20,823 shares
    Change vs previous 13F -243 shares

    0.02% of the 13F portfolio, value $3,854,485.

    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 21,066 shares
    Change vs previous 13F +72 shares

    0.02% of the 13F portfolio, value $3,953,448.

    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 20,994 shares
    Change vs previous 13F +16,744 shares

    0.02% of the 13F portfolio, value $3,375,015.

    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 4,250 shares
    Change vs previous 13F +1,098 shares

    <0.01% of the 13F portfolio, value $663,816.

    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 3,152 shares
    Change vs previous 13F +1,842 shares

    <0.01% of the 13F portfolio, value $545,026.

    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 1,310 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $221,493.

    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).