Allworth Financial LP reported AMPLIFY ETF TR (SWAN) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows SWAN at 0.00% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allworth Financial LP's position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
SWAN was reported at 0.00% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2025 Q4 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Allworth Financial LP reported SWAN across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.
The largest reported portfolio weight for SWAN was 0.00% in 2025 Q1.
The latest section of the table and chart shows the most recent reported SWAN position for Allworth Financial LP.
The chart compares Allworth Financial LP's quarterly SWAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.