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Disclosery

Allworth Financial LP: SSO position timeline

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

Allworth Financial LP held 23,607 SSO 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 23,607 shares
    Change vs previous 13F -995 shares

    0.01% of the 13F portfolio, value $1,590,641.

    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 24,602 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $1,276,372.

    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 24,542 shares
    Change vs previous 13F +12,272 shares

    0.01% of the 13F portfolio, value $1,421,469.

    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 12,270 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $1,375,861.

    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 12,227 shares
    Change vs previous 13F +10,999 shares

    0.01% of the 13F portfolio, value $1,194,806.

    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 1,228 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $94,851.

    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 1,189 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $117,167.

    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 1,237 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $111,552.

    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).