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Disclosery

Allworth Financial LP: SPTM position timeline

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

Allworth Financial LP held 1,047,443 SPTM 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 1,047,443 shares
    Change vs previous 13F -24,140 shares

    0.4% of the 13F portfolio, value $95,097,369.

    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 1,071,583 shares
    Change vs previous 13F +33,053 shares

    0.34% of the 13F portfolio, value $84,719,316.

    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 1,038,530 shares
    Change vs previous 13F +65,372 shares

    0.35% of the 13F portfolio, value $85,678,752.

    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 973,158 shares
    Change vs previous 13F +51,593 shares

    0.35% of the 13F portfolio, value $78,485,155.

    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 921,565 shares
    Change vs previous 13F +36,517 shares

    0.33% of the 13F portfolio, value $69,016,003.

    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 885,048 shares
    Change vs previous 13F -128,499 shares

    0.33% of the 13F portfolio, value $58,802,616.

    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 1,013,547 shares
    Change vs previous 13F +42,477 shares

    0.41% of the 13F portfolio, value $74,982,233.

    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 971,070 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $68,033,182.

    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).