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Disclosery

Allworth Financial LP: CME position timeline

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

Allworth Financial LP held 55,023 CME 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 55,023 shares
    Change vs previous 13F -12,873 shares

    0.05% of the 13F portfolio, value $12,150,708.

    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 67,896 shares
    Change vs previous 13F +1,221 shares

    0.08% of the 13F portfolio, value $20,053,201.

    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 66,675 shares
    Change vs previous 13F +10,228 shares

    0.07% of the 13F portfolio, value $18,207,557.

    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 56,447 shares
    Change vs previous 13F +603 shares

    0.07% of the 13F portfolio, value $15,251,521.

    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 55,844 shares
    Change vs previous 13F +29,198 shares

    0.07% of the 13F portfolio, value $15,391,694.

    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 26,646 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $7,014,974.

    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 26,620 shares
    Change vs previous 13F +667 shares

    0.03% of the 13F portfolio, value $6,190,000.

    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 25,953 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,726,524.

    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).