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Allworth Financial LP: SRLN position timeline

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

Allworth Financial LP held 7,615 SRLN 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 7,615 shares
    Change vs previous 13F -1,025 shares

    <0.01% of the 13F portfolio, value $306,818.

    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 8,640 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $346,791.

    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 8,573 shares
    Change vs previous 13F -523 shares

    <0.01% of the 13F portfolio, value $353,828.

    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 9,096 shares
    Change vs previous 13F -892 shares

    <0.01% of the 13F portfolio, value $378,228.

    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 9,988 shares
    Change vs previous 13F -2,458 shares

    <0.01% of the 13F portfolio, value $415,407.

    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 12,446 shares
    Change vs previous 13F -2,069 shares

    <0.01% of the 13F portfolio, value $507,784.

    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 14,515 shares
    Change vs previous 13F +8,503 shares

    <0.01% of the 13F portfolio, value $609,191.

    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 6,012 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $251,072.

    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).