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Disclosery

Allworth Financial LP: SPMD position timeline

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

Allworth Financial LP held 292,169 SPMD 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 292,169 shares
    Change vs previous 13F -8,714 shares

    0.08% of the 13F portfolio, value $19,738,950.

    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 300,883 shares
    Change vs previous 13F +20,010 shares

    0.07% of the 13F portfolio, value $17,818,309.

    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 280,873 shares
    Change vs previous 13F +23,241 shares

    0.07% of the 13F portfolio, value $16,265,336.

    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 257,632 shares
    Change vs previous 13F +24,553 shares

    0.07% of the 13F portfolio, value $14,733,946.

    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 233,079 shares
    Change vs previous 13F +19,021 shares

    0.06% of the 13F portfolio, value $12,674,845.

    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 214,058 shares
    Change vs previous 13F -28,163 shares

    0.06% of the 13F portfolio, value $10,677,212.

    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 242,221 shares
    Change vs previous 13F +24,715 shares

    0.08% of the 13F portfolio, value $13,920,453.

    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 217,506 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,893,204.

    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).