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Disclosery

Allworth Financial LP: ADP position timeline

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

Allworth Financial LP held 141,637 ADP 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 141,637 shares
    Change vs previous 13F -583 shares

    0.13% of the 13F portfolio, value $31,719,678.

    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 142,220 shares
    Change vs previous 13F +3,214 shares

    0.12% of the 13F portfolio, value $28,896,355.

    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 139,006 shares
    Change vs previous 13F -8 shares

    0.15% of the 13F portfolio, value $35,756,560.

    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 139,014 shares
    Change vs previous 13F +25,787 shares

    0.18% of the 13F portfolio, value $40,800,467.

    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 113,227 shares
    Change vs previous 13F +3,709 shares

    0.17% of the 13F portfolio, value $34,919,076.

    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 109,518 shares
    Change vs previous 13F +4,769 shares

    0.18% of the 13F portfolio, value $32,258,576.

    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 104,749 shares
    Change vs previous 13F +204 shares

    0.17% of the 13F portfolio, value $31,043,482.

    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 104,545 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $28,930,656.

    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).