Skip to content
Disclosery

Allworth Financial LP: AB position timeline

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

Allworth Financial LP held 6,565 AB 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 6,565 shares
    Change vs previous 13F -704 shares

    <0.01% of the 13F portfolio, value $231,219.

    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 7,269 shares
    Change vs previous 13F -4,669 shares

    <0.01% of the 13F portfolio, value $272,140.

    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 11,938 shares
    Change vs previous 13F +5,023 shares

    <0.01% of the 13F portfolio, value $459,363.

    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 6,915 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $264,291.

    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 6,615 shares
    Change vs previous 13F +6,065 shares

    <0.01% of the 13F portfolio, value $270,090.

    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 550 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $20,801.

    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 850 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $34,315.

    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 800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,912.

    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).