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Disclosery

Allworth Financial LP: AVLC position timeline

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

Allworth Financial LP held 323,092 AVLC 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 323,092 shares
    Change vs previous 13F +70,116 shares

    0.12% of the 13F portfolio, value $29,065,358.

    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 252,976 shares
    Change vs previous 13F +79,280 shares

    0.08% of the 13F portfolio, value $19,618,284.

    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 173,696 shares
    Change vs previous 13F +134,553 shares

    0.06% of the 13F portfolio, value $13,655,973.

    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 39,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,994,814.

    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).