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Disclosery

Allworth Financial LP: AVUS position timeline

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

Allworth Financial LP held 154,752 AVUS 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 154,752 shares
    Change vs previous 13F +80 shares

    0.08% of the 13F portfolio, value $19,820,595.

    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 154,672 shares
    Change vs previous 13F -5,779 shares

    0.07% of the 13F portfolio, value $17,196,444.

    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 160,451 shares
    Change vs previous 13F -6,887 shares

    0.07% of the 13F portfolio, value $17,935,175.

    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 167,338 shares
    Change vs previous 13F -7,141 shares

    0.08% of the 13F portfolio, value $18,189,635.

    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 174,479 shares
    Change vs previous 13F -4,463 shares

    0.08% of the 13F portfolio, value $17,590,973.

    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 178,942 shares
    Change vs previous 13F -23,514 shares

    0.09% of the 13F portfolio, value $16,083,297.

    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 202,456 shares
    Change vs previous 13F -17,467 shares

    0.11% of the 13F portfolio, value $20,445,995.

    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 219,923 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $20,925,703.

    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).