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Disclosery

Allworth Financial LP: SPSM position timeline

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

Allworth Financial LP held 280,395 SPSM 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 280,395 shares
    Change vs previous 13F -8,322 shares

    0.07% of the 13F portfolio, value $16,170,355.

    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 288,717 shares
    Change vs previous 13F +18,869 shares

    0.06% of the 13F portfolio, value $13,950,808.

    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 269,848 shares
    Change vs previous 13F +9,696 shares

    0.05% of the 13F portfolio, value $12,645,054.

    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 260,152 shares
    Change vs previous 13F +17,687 shares

    0.05% of the 13F portfolio, value $12,050,253.

    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 242,465 shares
    Change vs previous 13F +22,369 shares

    0.05% of the 13F portfolio, value $10,329,013.

    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 220,096 shares
    Change vs previous 13F -42,115 shares

    0.05% of the 13F portfolio, value $8,566,125.

    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 262,211 shares
    Change vs previous 13F +24,656 shares

    0.07% of the 13F portfolio, value $12,174,450.

    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 237,555 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,811,126.

    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).