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Disclosery

Allworth Financial LP: CI position timeline

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

Allworth Financial LP held 32,481 CI 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 32,481 shares
    Change vs previous 13F -2,651 shares

    0.04% of the 13F portfolio, value $8,954,306.

    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 35,132 shares
    Change vs previous 13F +2,892 shares

    0.04% of the 13F portfolio, value $9,371,342.

    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 32,240 shares
    Change vs previous 13F +343 shares

    0.04% of the 13F portfolio, value $8,873,366.

    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 31,897 shares
    Change vs previous 13F +3,176 shares

    0.04% of the 13F portfolio, value $9,194,374.

    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 28,721 shares
    Change vs previous 13F +22,377 shares

    0.05% of the 13F portfolio, value $9,494,481.

    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 6,344 shares
    Change vs previous 13F +247 shares

    0.01% of the 13F portfolio, value $2,129,534.

    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 6,097 shares
    Change vs previous 13F +303 shares

    0.01% of the 13F portfolio, value $1,762,206.

    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 5,794 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,007,177.

    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).