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Disclosery

Allworth Financial LP: AVDV position timeline

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

Allworth Financial LP held 59,480 AVDV 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 59,480 shares
    Change vs previous 13F -3,573 shares

    0.03% of the 13F portfolio, value $6,129,366.

    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 63,053 shares
    Change vs previous 13F -2,416 shares

    0.03% of the 13F portfolio, value $6,296,484.

    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 65,469 shares
    Change vs previous 13F -753 shares

    0.03% of the 13F portfolio, value $6,152,084.

    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 66,222 shares
    Change vs previous 13F -1,939 shares

    0.03% of the 13F portfolio, value $5,895,737.

    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 68,161 shares
    Change vs previous 13F -41,481 shares

    0.03% of the 13F portfolio, value $5,403,797.

    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 109,642 shares
    Change vs previous 13F +17,462 shares

    0.04% of the 13F portfolio, value $7,844,903.

    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 92,180 shares
    Change vs previous 13F +91,978 shares

    0.03% of the 13F portfolio, value $6,073,747.

    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 202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,251.

    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).