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Disclosery

Allworth Financial LP: AEE position timeline

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

Allworth Financial LP held 41,002 AEE 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 41,002 shares
    Change vs previous 13F -882 shares

    0.02% of the 13F portfolio, value $4,634,842.

    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 41,884 shares
    Change vs previous 13F +2,679 shares

    0.02% of the 13F portfolio, value $4,603,883.

    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 39,205 shares
    Change vs previous 13F +6,060 shares

    0.02% of the 13F portfolio, value $3,915,043.

    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 33,145 shares
    Change vs previous 13F +398 shares

    0.02% of the 13F portfolio, value $3,459,701.

    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 32,747 shares
    Change vs previous 13F +2,943 shares

    0.02% of the 13F portfolio, value $3,145,015.

    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 29,804 shares
    Change vs previous 13F +631 shares

    0.02% of the 13F portfolio, value $2,948,227.

    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 29,173 shares
    Change vs previous 13F +23,096 shares

    0.01% of the 13F portfolio, value $2,723,306.

    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 6,077 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $531,521.

    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).