Skip to content

Allworth Financial LP: CR position timeline

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

Allworth Financial LP held 2,067 CR 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 2,067 shares
    Change vs previous 13F +607 shares

    <0.01% of the 13F portfolio, value $461,111.

    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 1,460 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $249,670.

    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 891 shares
    Change vs previous 13F +256 shares

    <0.01% of the 13F portfolio, value $164,328.

    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 635 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $116,930.

    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 390 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $74,058.

    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 338 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $50,508.

    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 313 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $50,666.

    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 387 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $61,255.

    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).