Skip to content
Disclosery

Allworth Financial LP: SPMB position timeline

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

Allworth Financial LP held 34,969 SPMB 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 34,969 shares
    Change vs previous 13F -677 shares

    <0.01% of the 13F portfolio, value $780,162.

    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 35,646 shares
    Change vs previous 13F +396 shares

    <0.01% of the 13F portfolio, value $798,111.

    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 35,250 shares
    Change vs previous 13F -5,874 shares

    <0.01% of the 13F portfolio, value $790,127.

    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 41,124 shares
    Change vs previous 13F +5,017 shares

    <0.01% of the 13F portfolio, value $922,818.

    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 36,107 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $797,963.

    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 36,083 shares
    Change vs previous 13F -3,418 shares

    <0.01% of the 13F portfolio, value $788,053.

    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 39,501 shares
    Change vs previous 13F +3,550 shares

    <0.01% of the 13F portfolio, value $851,240.

    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 35,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $809,971.

    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).