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Disclosery

Allworth Financial LP: SPY position timeline

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

Allworth Financial LP held 183,628 SPY 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 183,628 shares
    Change vs previous 13F -7,119 shares

    0.58% of the 13F portfolio, value $137,127,623.

    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 190,747 shares
    Change vs previous 13F -985 shares

    0.5% of the 13F portfolio, value $124,050,444.

    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 191,732 shares
    Change vs previous 13F +1,401 shares

    0.54% of the 13F portfolio, value $130,745,865.

    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 190,331 shares
    Change vs previous 13F -1,334 shares

    0.56% of the 13F portfolio, value $126,794,559.

    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 191,665 shares
    Change vs previous 13F +22,231 shares

    0.57% of the 13F portfolio, value $118,420,453.

    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 169,434 shares
    Change vs previous 13F +2,448 shares

    0.52% of the 13F portfolio, value $92,628,038.

    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 166,986 shares
    Change vs previous 13F -928 shares

    0.56% of the 13F portfolio, value $101,267,025.

    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 167,914 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $96,342,543.

    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).