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Disclosery

Allworth Financial LP: AVTR position timeline

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

Allworth Financial LP held 16,512 AVTR 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 16,512 shares
    Change vs previous 13F +14,349 shares

    <0.01% of the 13F portfolio, value $163,468.

    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 2,163 shares
    Change vs previous 13F +564 shares

    <0.01% of the 13F portfolio, value $16,957.

    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 1,599 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $18,323.

    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 1,247 shares
    Change vs previous 13F -2,493 shares

    <0.01% of the 13F portfolio, value $15,561.

    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 3,740 shares
    Change vs previous 13F +1,959 shares

    <0.01% of the 13F portfolio, value $50,339.

    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 1,781 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $27,604.

    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 1,540 shares
    Change vs previous 13F -524 shares

    <0.01% of the 13F portfolio, value $34,031.

    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 2,064 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $53,392.

    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).