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Disclosery

Allworth Financial LP: SUSB position timeline

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

Allworth Financial LP held 486,779 SUSB 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 486,779 shares
    Change vs previous 13F +8,706 shares

    0.05% of the 13F portfolio, value $12,164,615.

    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 478,073 shares
    Change vs previous 13F +32,562 shares

    0.05% of the 13F portfolio, value $11,982,906.

    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 445,511 shares
    Change vs previous 13F +3,635 shares

    0.05% of the 13F portfolio, value $11,244,701.

    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 441,876 shares
    Change vs previous 13F +11,175 shares

    0.05% of the 13F portfolio, value $11,183,873.

    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 430,701 shares
    Change vs previous 13F +9,423 shares

    0.05% of the 13F portfolio, value $10,840,741.

    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 421,278 shares
    Change vs previous 13F +19,835 shares

    0.06% of the 13F portfolio, value $10,510,879.

    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 401,443 shares
    Change vs previous 13F +39,997 shares

    0.05% of the 13F portfolio, value $9,935,714.

    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 361,446 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,093,992.

    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).