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Disclosery

Allworth Financial LP: AOR position timeline

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

Allworth Financial LP held 29,881 AOR 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 29,881 shares
    Change vs previous 13F -1,684 shares

    0.01% of the 13F portfolio, value $2,076,695.

    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 31,565 shares
    Change vs previous 13F +6,615 shares

    0.01% of the 13F portfolio, value $2,031,206.

    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 24,950 shares
    Change vs previous 13F +1,162 shares

    0.01% of the 13F portfolio, value $1,622,007.

    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 23,788 shares
    Change vs previous 13F -299 shares

    0.01% of the 13F portfolio, value $1,531,463.

    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 24,087 shares
    Change vs previous 13F -1,881 shares

    0.01% of the 13F portfolio, value $1,483,017.

    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 25,968 shares
    Change vs previous 13F -1,347 shares

    0.01% of the 13F portfolio, value $1,481,485.

    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 27,315 shares
    Change vs previous 13F -1,304 shares

    0.01% of the 13F portfolio, value $1,595,199.

    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 28,619 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,695,381.

    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).