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Disclosery

Allworth Financial LP: SPHD position timeline

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

Allworth Financial LP held 163,648 SPHD 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 163,648 shares
    Change vs previous 13F -18,502 shares

    0.04% of the 13F portfolio, value $8,319,887.

    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 182,150 shares
    Change vs previous 13F -5,787 shares

    0.04% of the 13F portfolio, value $9,036,443.

    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 187,937 shares
    Change vs previous 13F -7,347 shares

    0.04% of the 13F portfolio, value $9,020,982.

    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 195,284 shares
    Change vs previous 13F -6,489 shares

    0.04% of the 13F portfolio, value $9,656,803.

    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 201,773 shares
    Change vs previous 13F -8,538 shares

    0.05% of the 13F portfolio, value $9,596,307.

    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 210,311 shares
    Change vs previous 13F -20,123 shares

    0.06% of the 13F portfolio, value $9,962,449.

    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 230,434 shares
    Change vs previous 13F -5,253 shares

    0.06% of the 13F portfolio, value $11,132,255.

    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 235,687 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,918,705.

    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).