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Disclosery

Allworth Financial LP: D position timeline

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

Allworth Financial LP held 30,038 D 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 30,038 shares
    Change vs previous 13F -9,826 shares

    0.01% of the 13F portfolio, value $2,051,328.

    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 39,864 shares
    Change vs previous 13F +10,380 shares

    0.01% of the 13F portfolio, value $2,464,385.

    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 29,484 shares
    Change vs previous 13F -1,939 shares

    0.01% of the 13F portfolio, value $1,727,451.

    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 31,423 shares
    Change vs previous 13F +2,807 shares

    0.01% of the 13F portfolio, value $1,922,166.

    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 28,616 shares
    Change vs previous 13F +7,078 shares

    0.01% of the 13F portfolio, value $1,617,351.

    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 21,538 shares
    Change vs previous 13F +309 shares

    0.01% of the 13F portfolio, value $1,149,060.

    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 21,229 shares
    Change vs previous 13F +2,226 shares

    0.01% of the 13F portfolio, value $1,123,642.

    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 19,003 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,098,161.

    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).