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Disclosery

Allworth Financial LP: APUE position timeline

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

Allworth Financial LP held 11,499 APUE 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 11,499 shares
    Change vs previous 13F -2,321 shares

    <0.01% of the 13F portfolio, value $531,254.

    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 13,820 shares
    Change vs previous 13F -640 shares

    <0.01% of the 13F portfolio, value $553,906.

    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 14,460 shares
    Change vs previous 13F -909 shares

    <0.01% of the 13F portfolio, value $602,549.

    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 15,369 shares
    Change vs previous 13F -4,199 shares

    <0.01% of the 13F portfolio, value $626,748.

    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 19,568 shares
    Change vs previous 13F -2,752 shares

    <0.01% of the 13F portfolio, value $735,836.

    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 22,320 shares
    Change vs previous 13F -5,912 shares

    <0.01% of the 13F portfolio, value $743,256.

    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 28,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,047,408.

    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).