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Disclosery

Allworth Financial LP: SRV position timeline

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

Allworth Financial LP held 21 SRV 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 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,052.

    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 ยง4.2).