Skip to content
Disclosery

Allworth Financial LP: XLV position timeline

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

Allworth Financial LP held 21,775 XLV 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 21,775 shares
    Change vs previous 13F -2,730 shares

    0.01% of the 13F portfolio, value $3,454,795.

    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 24,505 shares
    Change vs previous 13F -822 shares

    0.01% of the 13F portfolio, value $3,592,743.

    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 25,327 shares
    Change vs previous 13F -3,565 shares

    0.02% of the 13F portfolio, value $3,920,637.

    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 28,892 shares
    Change vs previous 13F -2,727 shares

    0.02% of the 13F portfolio, value $4,020,892.

    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 31,619 shares
    Change vs previous 13F +272 shares

    0.02% of the 13F portfolio, value $4,261,896.

    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 31,347 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $4,306,811.

    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 31,343 shares
    Change vs previous 13F -2,822 shares

    0.02% of the 13F portfolio, value $4,456,349.

    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 34,165 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,262,091.

    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).