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Disclosery

Allworth Financial LP: XLK position timeline

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

Allworth Financial LP held 149,144 XLK 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 149,144 shares
    Change vs previous 13F -2,830 shares

    0.12% of the 13F portfolio, value $28,414,930.

    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 151,974 shares
    Change vs previous 13F -2,213 shares

    0.08% of the 13F portfolio, value $20,197,311.

    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 154,187 shares
    Change vs previous 13F +74,711 shares

    0.09% of the 13F portfolio, value $22,198,372.

    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 79,476 shares
    Change vs previous 13F +1,148 shares

    0.1% of the 13F portfolio, value $22,401,125.

    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 78,328 shares
    Change vs previous 13F +8,932 shares

    0.1% of the 13F portfolio, value $19,834,952.

    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 69,396 shares
    Change vs previous 13F -601 shares

    0.08% of the 13F portfolio, value $14,255,981.

    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 69,997 shares
    Change vs previous 13F -1,453 shares

    0.09% of the 13F portfolio, value $16,896,597.

    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 71,450 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $16,130,509.

    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).