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Disclosery

Allworth Financial LP: CSB position timeline

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

Allworth Financial LP held 22,985 CSB 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 22,985 shares
    Change vs previous 13F -6,037 shares

    0.01% of the 13F portfolio, value $1,507,615.

    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 29,022 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $1,792,195.

    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 29,128 shares
    Change vs previous 13F -612 shares

    0.01% of the 13F portfolio, value $1,707,252.

    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 29,740 shares
    Change vs previous 13F -1,245 shares

    0.01% of the 13F portfolio, value $1,759,127.

    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 30,985 shares
    Change vs previous 13F -2,612 shares

    0.01% of the 13F portfolio, value $1,716,895.

    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 33,597 shares
    Change vs previous 13F -2,207 shares

    0.01% of the 13F portfolio, value $1,820,620.

    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 35,804 shares
    Change vs previous 13F -3,386 shares

    0.01% of the 13F portfolio, value $2,195,114.

    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 39,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,302,641.

    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).