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Disclosery

Allworth Financial LP: ADI position timeline

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

Allworth Financial LP held 8,865 ADI 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 8,865 shares
    Change vs previous 13F -1,557 shares

    0.01% of the 13F portfolio, value $3,521,006.

    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 10,422 shares
    Change vs previous 13F +716 shares

    0.01% of the 13F portfolio, value $3,315,693.

    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 9,706 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $2,632,206.

    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 9,668 shares
    Change vs previous 13F +691 shares

    0.01% of the 13F portfolio, value $2,375,480.

    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 8,977 shares
    Change vs previous 13F +670 shares

    0.01% of the 13F portfolio, value $2,136,702.

    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 8,307 shares
    Change vs previous 13F -443 shares

    0.01% of the 13F portfolio, value $1,621,730.

    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 8,750 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $1,960,809.

    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 8,556 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,969,370.

    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).