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Disclosery

Allworth Financial LP: CWT position timeline

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

Allworth Financial LP held 28,115 CWT 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 28,115 shares
    Change vs previous 13F +1,850 shares

    0.01% of the 13F portfolio, value $1,367,790.

    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 26,265 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $1,190,865.

    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 25,938 shares
    Change vs previous 13F +13,326 shares

    <0.01% of the 13F portfolio, value $1,123,914.

    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 12,612 shares
    Change vs previous 13F +178 shares

    <0.01% of the 13F portfolio, value $578,768.

    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 12,434 shares
    Change vs previous 13F -3,381 shares

    <0.01% of the 13F portfolio, value $565,514.

    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 15,815 shares
    Change vs previous 13F +3,415 shares

    <0.01% of the 13F portfolio, value $791,534.

    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 12,400 shares
    Change vs previous 13F +461 shares

    <0.01% of the 13F portfolio, value $533,572.

    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 11,939 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $647,333.

    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).