Skip to content
Disclosery

Allworth Financial LP: XBI position timeline

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

Allworth Financial LP held 1,270 XBI 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 1,270 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $200,958.

    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 1,525 shares
    Change vs previous 13F +489 shares

    <0.01% of the 13F portfolio, value $194,808.

    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 1,036 shares
    Change vs previous 13F -1,098 shares

    <0.01% of the 13F portfolio, value $126,347.

    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 2,134 shares
    Change vs previous 13F +365 shares

    <0.01% of the 13F portfolio, value $213,863.

    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 1,769 shares
    Change vs previous 13F +1,400 shares

    <0.01% of the 13F portfolio, value $146,730.

    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 369 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $29,874.

    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 291 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $26,568.

    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 225 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,230.

    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).