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Disclosery

Allworth Financial LP: C position timeline

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

Allworth Financial LP held 62,605 C 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 62,605 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $8,762,168.

    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 62,621 shares
    Change vs previous 13F -9,971 shares

    0.03% of the 13F portfolio, value $7,101,795.

    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 72,592 shares
    Change vs previous 13F +7,970 shares

    0.03% of the 13F portfolio, value $8,470,816.

    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 64,622 shares
    Change vs previous 13F +5,921 shares

    0.03% of the 13F portfolio, value $6,559,181.

    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 58,701 shares
    Change vs previous 13F +17,659 shares

    0.02% of the 13F portfolio, value $4,996,659.

    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 41,042 shares
    Change vs previous 13F -2,331 shares

    0.02% of the 13F portfolio, value $2,797,397.

    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 43,373 shares
    Change vs previous 13F +9,573 shares

    0.02% of the 13F portfolio, value $3,543,132.

    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 33,800 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,115,857.

    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).