Skip to content
Disclosery

Allworth Financial LP: XLRE position timeline

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

Allworth Financial LP held 303,071 XLRE 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 303,071 shares
    Change vs previous 13F -27,923 shares

    0.06% of the 13F portfolio, value $13,344,223.

    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 330,994 shares
    Change vs previous 13F +15,854 shares

    0.05% of the 13F portfolio, value $13,514,472.

    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 315,140 shares
    Change vs previous 13F +1,316 shares

    0.05% of the 13F portfolio, value $12,715,899.

    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 313,824 shares
    Change vs previous 13F +10,189 shares

    0.06% of the 13F portfolio, value $13,221,389.

    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 303,635 shares
    Change vs previous 13F +14,922 shares

    0.06% of the 13F portfolio, value $12,576,549.

    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 288,713 shares
    Change vs previous 13F +6,794 shares

    0.07% of the 13F portfolio, value $11,718,872.

    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 281,919 shares
    Change vs previous 13F -3,514 shares

    0.06% of the 13F portfolio, value $11,586,882.

    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 285,433 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $12,750,300.

    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).