Skip to content
Disclosery

Allworth Financial LP: SPIB position timeline

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

Allworth Financial LP held 156,234 SPIB 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 156,234 shares
    Change vs previous 13F -7,376 shares

    0.02% of the 13F portfolio, value $5,227,606.

    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 163,610 shares
    Change vs previous 13F -5,152 shares

    0.02% of the 13F portfolio, value $5,487,481.

    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 168,762 shares
    Change vs previous 13F -7,197 shares

    0.02% of the 13F portfolio, value $5,705,847.

    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 175,959 shares
    Change vs previous 13F -5,971 shares

    0.03% of the 13F portfolio, value $5,963,245.

    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 181,930 shares
    Change vs previous 13F -1,486 shares

    0.03% of the 13F portfolio, value $6,109,207.

    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 183,416 shares
    Change vs previous 13F -17,135 shares

    0.03% of the 13F portfolio, value $6,071,058.

    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 200,551 shares
    Change vs previous 13F -445,782 shares

    0.04% of the 13F portfolio, value $6,580,071.

    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 646,333 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $21,787,887.

    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).