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Disclosery

Allworth Financial LP: XLY position timeline

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

Allworth Financial LP held 11,065 XLY 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 11,065 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $1,297,756.

    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 11,125 shares
    Change vs previous 13F -846 shares

    <0.01% of the 13F portfolio, value $1,212,395.

    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 11,971 shares
    Change vs previous 13F +6,315 shares

    0.01% of the 13F portfolio, value $1,429,457.

    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 5,656 shares
    Change vs previous 13F +716 shares

    0.01% of the 13F portfolio, value $1,355,487.

    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 4,940 shares
    Change vs previous 13F -1,583 shares

    0.01% of the 13F portfolio, value $1,073,715.

    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 6,523 shares
    Change vs previous 13F +2,094 shares

    0.01% of the 13F portfolio, value $1,266,155.

    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 4,429 shares
    Change vs previous 13F +312 shares

    0.01% of the 13F portfolio, value $1,018,836.

    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 4,117 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $824,929.

    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).