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Disclosery

Allworth Financial LP: XLU position timeline

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

Allworth Financial LP held 119,891 XLU 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 119,891 shares
    Change vs previous 13F -918 shares

    0.02% of the 13F portfolio, value $5,435,843.

    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 120,809 shares
    Change vs previous 13F -1,452 shares

    0.02% of the 13F portfolio, value $5,543,914.

    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 122,261 shares
    Change vs previous 13F +53,505 shares

    0.02% of the 13F portfolio, value $5,219,325.

    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 68,756 shares
    Change vs previous 13F -3,234 shares

    0.03% of the 13F portfolio, value $5,996,244.

    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 71,990 shares
    Change vs previous 13F +5,227 shares

    0.03% of the 13F portfolio, value $5,878,680.

    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 66,763 shares
    Change vs previous 13F -1,131 shares

    0.03% of the 13F portfolio, value $5,237,524.

    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 67,894 shares
    Change vs previous 13F +3,577 shares

    0.03% of the 13F portfolio, value $5,317,470.

    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 64,317 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,195,535.

    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).