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Disclosery

Allworth Financial LP: CGMU position timeline

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

Allworth Financial LP held 17,258 CGMU 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 17,258 shares
    Change vs previous 13F -1,769 shares

    <0.01% of the 13F portfolio, value $474,090.

    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 19,027 shares
    Change vs previous 13F -1,004 shares

    <0.01% of the 13F portfolio, value $516,592.

    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 20,031 shares
    Change vs previous 13F -374 shares

    <0.01% of the 13F portfolio, value $548,458.

    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 20,405 shares
    Change vs previous 13F -2,447 shares

    <0.01% of the 13F portfolio, value $556,843.

    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 22,852 shares
    Change vs previous 13F -2,475 shares

    <0.01% of the 13F portfolio, value $609,918.

    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 25,327 shares
    Change vs previous 13F +452 shares

    <0.01% of the 13F portfolio, value $668,878.

    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 24,875 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $669,389.

    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).