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Disclosery

Allworth Financial LP: XLF position timeline

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

Allworth Financial LP held 86,744 XLF 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 86,744 shares
    Change vs previous 13F -3,552 shares

    0.02% of the 13F portfolio, value $4,650,363.

    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 90,296 shares
    Change vs previous 13F -3,427 shares

    0.02% of the 13F portfolio, value $4,457,902.

    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 93,723 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $5,133,183.

    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 93,773 shares
    Change vs previous 13F -871 shares

    0.02% of the 13F portfolio, value $5,051,538.

    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 94,644 shares
    Change vs previous 13F +2,804 shares

    0.02% of the 13F portfolio, value $4,956,532.

    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 91,840 shares
    Change vs previous 13F +4,714 shares

    0.02% of the 13F portfolio, value $4,431,265.

    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 87,126 shares
    Change vs previous 13F +4,309 shares

    0.02% of the 13F portfolio, value $4,392,041.

    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 82,817 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,753,286.

    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).