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Disclosery

Allworth Financial LP: CRM position timeline

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

Allworth Financial LP held 39,089 CRM 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 39,089 shares
    Change vs previous 13F -12,593 shares

    0.03% of the 13F portfolio, value $6,123,645.

    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 51,682 shares
    Change vs previous 13F +6,981 shares

    0.04% of the 13F portfolio, value $9,647,533.

    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 44,701 shares
    Change vs previous 13F -1,704 shares

    0.05% of the 13F portfolio, value $11,841,782.

    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 46,405 shares
    Change vs previous 13F -6,240 shares

    0.05% of the 13F portfolio, value $10,997,939.

    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 52,645 shares
    Change vs previous 13F +26,203 shares

    0.07% of the 13F portfolio, value $14,355,764.

    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 26,442 shares
    Change vs previous 13F +3,624 shares

    0.04% of the 13F portfolio, value $6,999,151.

    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 22,818 shares
    Change vs previous 13F +1,153 shares

    0.04% of the 13F portfolio, value $7,589,837.

    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 21,665 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,929,888.

    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).