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Disclosery

Allworth Financial LP: SPYV position timeline

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

Allworth Financial LP held 18,476,358 SPYV 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 18,476,358 shares
    Change vs previous 13F -1,290,724 shares

    4.78% of the 13F portfolio, value $1,123,177,794.

    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 19,767,082 shares
    Change vs previous 13F +71,787 shares

    4.55% of the 13F portfolio, value $1,118,421,474.

    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 19,695,295 shares
    Change vs previous 13F +382,214 shares

    4.6% of the 13F portfolio, value $1,118,889,692.

    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 19,313,081 shares
    Change vs previous 13F +2,682,951 shares

    4.73% of the 13F portfolio, value $1,068,592,787.

    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 16,630,130 shares
    Change vs previous 13F +422,591 shares

    4.18% of the 13F portfolio, value $870,421,020.

    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 16,207,539 shares
    Change vs previous 13F -4,162,894 shares

    4.46% of the 13F portfolio, value $790,927,915.

    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 20,370,433 shares
    Change vs previous 13F +69,747 shares

    5.87% of the 13F portfolio, value $1,065,781,037.

    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 20,300,686 shares
    Change vs previous 13F not available

    6.54% of the 13F portfolio, value $1,073,094,245.

    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).