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Disclosery

Allworth Financial LP: CWB position timeline

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

Allworth Financial LP held 50,490 CWB 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 50,490 shares
    Change vs previous 13F -771 shares

    0.02% of the 13F portfolio, value $5,443,873.

    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 51,261 shares
    Change vs previous 13F -5,878 shares

    0.02% of the 13F portfolio, value $4,691,443.

    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 57,139 shares
    Change vs previous 13F -7,284 shares

    0.02% of the 13F portfolio, value $5,096,825.

    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 64,423 shares
    Change vs previous 13F -2,577 shares

    0.03% of the 13F portfolio, value $5,830,266.

    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 67,000 shares
    Change vs previous 13F -2,563 shares

    0.03% of the 13F portfolio, value $5,538,192.

    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 69,563 shares
    Change vs previous 13F -10,687 shares

    0.03% of the 13F portfolio, value $5,334,057.

    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 80,250 shares
    Change vs previous 13F +8,307 shares

    0.04% of the 13F portfolio, value $6,446,471.

    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 71,943 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,510,104.

    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).