Skip to content
Disclosery

Allworth Financial LP: CB position timeline

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

Allworth Financial LP held 69,329 CB 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 69,329 shares
    Change vs previous 13F -7,797 shares

    0.1% of the 13F portfolio, value $23,623,193.

    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 77,126 shares
    Change vs previous 13F +1,834 shares

    0.1% of the 13F portfolio, value $25,137,830.

    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 75,292 shares
    Change vs previous 13F +5,012 shares

    0.1% of the 13F portfolio, value $23,500,241.

    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 70,280 shares
    Change vs previous 13F +2,711 shares

    0.09% of the 13F portfolio, value $19,836,396.

    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 67,569 shares
    Change vs previous 13F +3,047 shares

    0.09% of the 13F portfolio, value $19,576,085.

    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 64,522 shares
    Change vs previous 13F -162 shares

    0.1% of the 13F portfolio, value $18,195,079.

    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 64,684 shares
    Change vs previous 13F +54,761 shares

    0.1% of the 13F portfolio, value $17,356,004.

    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 9,923 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,861,798.

    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).