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Disclosery

Allworth Financial LP: A position timeline

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

Allworth Financial LP held 20,420 A 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 20,420 shares
    Change vs previous 13F +6,860 shares

    0.01% of the 13F portfolio, value $2,712,379.

    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 13,560 shares
    Change vs previous 13F +5,034 shares

    0.01% of the 13F portfolio, value $1,545,599.

    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 8,526 shares
    Change vs previous 13F -2,863 shares

    <0.01% of the 13F portfolio, value $1,160,194.

    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 11,389 shares
    Change vs previous 13F +4,064 shares

    0.01% of the 13F portfolio, value $1,461,833.

    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 7,325 shares
    Change vs previous 13F +739 shares

    <0.01% of the 13F portfolio, value $864,428.

    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 6,586 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $704,866.

    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 6,647 shares
    Change vs previous 13F +2,361 shares

    0.01% of the 13F portfolio, value $1,014,308.

    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 4,286 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $636,452.

    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).