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Disclosery

Allworth Financial LP: SPUS position timeline

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

Allworth Financial LP held 21,352 SPUS 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 21,352 shares
    Change vs previous 13F +4,546 shares

    0.01% of the 13F portfolio, value $1,227,747.

    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 16,806 shares
    Change vs previous 13F +8,524 shares

    <0.01% of the 13F portfolio, value $809,366.

    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 8,282 shares
    Change vs previous 13F +6,912 shares

    <0.01% of the 13F portfolio, value $422,944.

    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 1,370 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $67,679.

    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 1,369 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $60,729.

    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 1,369 shares
    Change vs previous 13F +437 shares

    <0.01% of the 13F portfolio, value $52,173.

    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 932 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,400.

    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).