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Disclosery

Allworth Financial LP: CX position timeline

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

Allworth Financial LP held 6,956 CX 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 6,956 shares
    Change vs previous 13F -1,988 shares

    <0.01% of the 13F portfolio, value $83,472.

    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 8,944 shares
    Change vs previous 13F -14,774 shares

    <0.01% of the 13F portfolio, value $102,320.

    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 23,718 shares
    Change vs previous 13F -2,504 shares

    <0.01% of the 13F portfolio, value $272,520.

    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 26,222 shares
    Change vs previous 13F -1,567 shares

    <0.01% of the 13F portfolio, value $235,736.

    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 27,789 shares
    Change vs previous 13F +138 shares

    <0.01% of the 13F portfolio, value $192,578.

    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 27,651 shares
    Change vs previous 13F +1,906 shares

    <0.01% of the 13F portfolio, value $157,335.

    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 25,745 shares
    Change vs previous 13F +19,139 shares

    <0.01% of the 13F portfolio, value $143,658.

    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 6,606 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,297.

    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).