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Disclosery

Allworth Financial LP: CGUS position timeline

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

Allworth Financial LP held 17,848 CGUS 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 17,848 shares
    Change vs previous 13F -4,916 shares

    <0.01% of the 13F portfolio, value $793,873.

    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 22,764 shares
    Change vs previous 13F -3,408 shares

    <0.01% of the 13F portfolio, value $874,580.

    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 26,172 shares
    Change vs previous 13F +924 shares

    <0.01% of the 13F portfolio, value $1,052,887.

    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 25,248 shares
    Change vs previous 13F -1,622 shares

    <0.01% of the 13F portfolio, value $998,298.

    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 26,870 shares
    Change vs previous 13F +575 shares

    <0.01% of the 13F portfolio, value $992,300.

    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 26,295 shares
    Change vs previous 13F +1,104 shares

    <0.01% of the 13F portfolio, value $854,580.

    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 25,191 shares
    Change vs previous 13F +854 shares

    <0.01% of the 13F portfolio, value $907,121.

    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 24,337 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $834,265.

    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).