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Allworth Financial LP: AFG position timeline

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

Allworth Financial LP held 51,359 AFG 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 51,359 shares
    Change vs previous 13F +589 shares

    0.03% of the 13F portfolio, value $7,187,157.

    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 50,770 shares
    Change vs previous 13F +2,186 shares

    0.03% of the 13F portfolio, value $6,483,894.

    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 48,584 shares
    Change vs previous 13F -1,067 shares

    0.03% of the 13F portfolio, value $6,640,446.

    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 49,651 shares
    Change vs previous 13F +3,183 shares

    0.03% of the 13F portfolio, value $7,235,174.

    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 46,468 shares
    Change vs previous 13F +45,512 shares

    0.03% of the 13F portfolio, value $5,864,767.

    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 956 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $123,450.

    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 702 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $94,209.

    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 175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,555.

    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).