Allworth Financial LP SAGP — ADVISORS INNER CIRCLE FD III

Ownership history in Allworth Financial LP  ·  3 quarters on record

AI Ownership Summary

Allworth Financial LP reported ADVISORS INNER CIRCLE FD III (SAGP) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows SAGP 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.

What this SAGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allworth Financial LP's position in ADVISORS INNER CIRCLE FD III, 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.

Freshest filing
Latest Reported Filing
2026 Q2

SAGP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

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.

SAGP stock page Allworth Financial LP fund profile Allworth Financial LP full holdings
How Allworth Financial LP held SAGP — position size vs. price
% of Fund (quarterly)    SAGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 650 — 0% 0.00% $23K 2026-08-11 $37.56
2026 Q1 UNCHANGED — — — 650 — 0% 0.00% $22K 2026-05-15 $34.48
2025 Q4 INITIATED — — — 650 — — 0.00% $22K 2026-02-05 $35.14

🏢 Other funds also holding SAGP

As of 2026 Q2 — sorted by position size

QUANTIFY CHAOS ADVISORS, LLC 0.6% Triangle Securities Wealth Management 3Y 7Y 0.51% Archford Capital Strategies, LLC 3Y 7Y 0.41% Greenwich Wealth Management LLC 3Y 7Y 0.13% Cambridge Advisors Inc. 3Y 7Y 0.11% Baird Financial Group, Inc. 3Y 7Y 0.03% FIDUCIARY TRUST CO 3Y 7Y 0.01% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Parallel Advisors, LLC 3Y 7Y 0.0%

FAQ About Allworth Financial LP and SAGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allworth Financial LP reported owning SAGP?

Allworth Financial LP reported SAGP across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported SAGP position in Allworth Financial LP's portfolio?

The largest reported portfolio weight for SAGP was 0.00% in 2026 Q2.

What is the latest reported SAGP position on this page?

The most recent filing on this page is 2026 Q2, when Allworth Financial LP reported 650 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this SAGP ownership page compare?

The chart compares Allworth Financial LP's quarterly SAGP 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.

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