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Disclosery

Allworth Financial LP: CDP position timeline

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

Allworth Financial LP held 20,484 CDP 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 20,484 shares
    Change vs previous 13F +788 shares

    <0.01% of the 13F portfolio, value $745,399.

    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 19,696 shares
    Change vs previous 13F -2,767 shares

    <0.01% of the 13F portfolio, value $602,692.

    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 22,463 shares
    Change vs previous 13F -20,684 shares

    <0.01% of the 13F portfolio, value $624,472.

    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 43,147 shares
    Change vs previous 13F -418 shares

    0.01% of the 13F portfolio, value $1,253,843.

    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 43,565 shares
    Change vs previous 13F +43,323 shares

    0.01% of the 13F portfolio, value $1,201,521.

    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 242 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $6,413.

    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 123 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $3,668.

    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 74 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,245.

    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).