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Disclosery

Allworth Financial LP: CPB position timeline

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

Allworth Financial LP held 23,934 CPB 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 23,934 shares
    Change vs previous 13F +3,514 shares

    <0.01% of the 13F portfolio, value $533,011.

    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 20,420 shares
    Change vs previous 13F +5,011 shares

    <0.01% of the 13F portfolio, value $454,747.

    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 15,409 shares
    Change vs previous 13F -1,641 shares

    <0.01% of the 13F portfolio, value $429,439.

    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 17,050 shares
    Change vs previous 13F +718 shares

    <0.01% of the 13F portfolio, value $538,445.

    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 16,332 shares
    Change vs previous 13F +5,084 shares

    <0.01% of the 13F portfolio, value $500,585.

    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 11,248 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $413,038.

    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 11,186 shares
    Change vs previous 13F +10,486 shares

    <0.01% of the 13F portfolio, value $428,434.

    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 700 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,235.

    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).