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Disclosery

Allworth Financial LP: SPHQ position timeline

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

Allworth Financial LP held 114,389 SPHQ 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 114,389 shares
    Change vs previous 13F -2,004 shares

    0.04% of the 13F portfolio, value $10,306,489.

    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 116,393 shares
    Change vs previous 13F -1,855 shares

    0.04% of the 13F portfolio, value $8,751,585.

    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 118,248 shares
    Change vs previous 13F +1,621 shares

    0.04% of the 13F portfolio, value $8,874,509.

    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 116,627 shares
    Change vs previous 13F +56 shares

    0.04% of the 13F portfolio, value $8,547,579.

    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 116,571 shares
    Change vs previous 13F +581 shares

    0.04% of the 13F portfolio, value $8,306,847.

    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 115,990 shares
    Change vs previous 13F -3,762 shares

    0.04% of the 13F portfolio, value $7,532,372.

    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 119,752 shares
    Change vs previous 13F -1,356 shares

    0.05% of the 13F portfolio, value $8,289,254.

    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 121,108 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,146,941.

    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).