Allworth Financial LP: AS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on AS, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 762 AS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 762 sharesChange vs previous 13F +267 shares
<0.01% of the 13F portfolio, value $25,793.
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 495 sharesChange vs previous 13F -74 shares
<0.01% of the 13F portfolio, value $16,289.
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 569 sharesChange vs previous 13F +388 shares
<0.01% of the 13F portfolio, value $21,255.
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 181 sharesChange vs previous 13F +105 shares
<0.01% of the 13F portfolio, value $6,295.
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 76 sharesChange vs previous 13F +11 shares
<0.01% of the 13F portfolio, value $2,944.
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 65 sharesChange vs previous 13F +48 shares
<0.01% of the 13F portfolio, value $1,572.
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 17 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $525.
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).