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
- period ended2026-06-3013F 51,359 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,770 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,584 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 49,651 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 46,468 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 956 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 702 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 175 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).