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Disclosery

Allworth Financial LP: AVUV position timeline

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

Allworth Financial LP held 122,946 AVUV 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 122,946 shares
    Change vs previous 13F -2,346 shares

    0.07% of the 13F portfolio, value $15,338,797.

    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 125,292 shares
    Change vs previous 13F -1,442 shares

    0.06% of the 13F portfolio, value $13,841,043.

    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 126,734 shares
    Change vs previous 13F -3,302 shares

    0.05% of the 13F portfolio, value $12,924,363.

    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 130,036 shares
    Change vs previous 13F -2,109 shares

    0.06% of the 13F portfolio, value $12,942,532.

    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 132,145 shares
    Change vs previous 13F -1,531 shares

    0.06% of the 13F portfolio, value $12,038,411.

    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 133,676 shares
    Change vs previous 13F -6,126 shares

    0.06% of the 13F portfolio, value $11,096,426.

    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 139,802 shares
    Change vs previous 13F -202,762 shares

    0.08% of the 13F portfolio, value $13,957,853.

    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 342,564 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $32,869,055.

    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).