Skip to content
Disclosery

Allworth Financial LP: ADAM position timeline

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

Allworth Financial LP held 24,563 ADAM 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 24,563 shares
    Change vs previous 13F -554 shares

    <0.01% of the 13F portfolio, value $230,401.

    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 25,117 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $184,862.

    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 24,947 shares
    Change vs previous 13F +19,357 shares

    <0.01% of the 13F portfolio, value $182,114.

    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 5,590 shares
    Change vs previous 13F +159 shares

    <0.01% of the 13F portfolio, value $38,963.

    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 5,431 shares
    Change vs previous 13F +4,581 shares

    <0.01% of the 13F portfolio, value $36,388.

    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 850 shares
    Change vs previous 13F -136 shares

    <0.01% of the 13F portfolio, value $4,752.

    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 986 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $5,867.

    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 1,042 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,596.

    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).