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Disclosery

Allworth Financial LP: CWST position timeline

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

Allworth Financial LP held 1,276 CWST 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 1,276 shares
    Change vs previous 13F -12,543 shares

    <0.01% of the 13F portfolio, value $123,734.

    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 13,819 shares
    Change vs previous 13F -1,013 shares

    <0.01% of the 13F portfolio, value $1,096,400.

    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 14,832 shares
    Change vs previous 13F +13,507 shares

    0.01% of the 13F portfolio, value $1,452,647.

    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 1,325 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $125,716.

    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 1,051 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $121,265.

    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 1,037 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $119,670.

    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 1,146 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $123,574.

    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 1,216 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $120,980.

    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).