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Disclosery

Allworth Financial LP: DE position timeline

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

Allworth Financial LP held 11,781 DE 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 11,781 shares
    Change vs previous 13F -2,207 shares

    0.03% of the 13F portfolio, value $7,473,318.

    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 13,988 shares
    Change vs previous 13F +168 shares

    0.03% of the 13F portfolio, value $7,879,465.

    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 13,820 shares
    Change vs previous 13F +4,150 shares

    0.03% of the 13F portfolio, value $6,433,972.

    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 9,670 shares
    Change vs previous 13F +182 shares

    0.02% of the 13F portfolio, value $4,421,576.

    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 9,488 shares
    Change vs previous 13F +2,615 shares

    0.02% of the 13F portfolio, value $4,824,551.

    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 6,873 shares
    Change vs previous 13F +326 shares

    0.02% of the 13F portfolio, value $3,192,366.

    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 6,547 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $3,009,829.

    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 6,628 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,766,090.

    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).