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Disclosery

Allworth Financial LP: SPLV position timeline

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

Allworth Financial LP held 76,779 SPLV 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 76,779 shares
    Change vs previous 13F -4,959 shares

    0.02% of the 13F portfolio, value $5,750,751.

    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 81,738 shares
    Change vs previous 13F -3,775 shares

    0.02% of the 13F portfolio, value $5,978,309.

    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 85,513 shares
    Change vs previous 13F +804 shares

    0.03% of the 13F portfolio, value $6,107,314.

    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 84,709 shares
    Change vs previous 13F -1,287 shares

    0.03% of the 13F portfolio, value $6,224,451.

    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 85,996 shares
    Change vs previous 13F +741 shares

    0.03% of the 13F portfolio, value $6,262,209.

    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 85,255 shares
    Change vs previous 13F +3,929 shares

    0.03% of the 13F portfolio, value $6,135,811.

    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 81,326 shares
    Change vs previous 13F +58,167 shares

    0.03% of the 13F portfolio, value $5,761,966.

    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 23,159 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,661,227.

    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).