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Disclosery

Allworth Financial LP: AOA position timeline

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

Allworth Financial LP held 29,553 AOA 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 29,553 shares
    Change vs previous 13F -4,504 shares

    0.01% of the 13F portfolio, value $2,884,347.

    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 34,057 shares
    Change vs previous 13F +719 shares

    0.01% of the 13F portfolio, value $3,013,743.

    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 33,338 shares
    Change vs previous 13F +1,095 shares

    0.01% of the 13F portfolio, value $2,985,737.

    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 32,243 shares
    Change vs previous 13F +1,025 shares

    0.01% of the 13F portfolio, value $2,841,863.

    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 31,218 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $2,603,556.

    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 31,364 shares
    Change vs previous 13F +1,983 shares

    0.01% of the 13F portfolio, value $2,379,248.

    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 29,381 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $2,305,843.

    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 29,645 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,339,315.

    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).