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Disclosery

Allworth Financial LP: DFAC position timeline

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

Allworth Financial LP held 6,464,130 DFAC 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 6,464,130 shares
    Change vs previous 13F -1,245,114 shares

    1.22% of the 13F portfolio, value $286,748,787.

    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 7,709,244 shares
    Change vs previous 13F +1,746,014 shares

    1.22% of the 13F portfolio, value $299,581,221.

    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 5,963,230 shares
    Change vs previous 13F +140,097 shares

    0.97% of the 13F portfolio, value $236,084,296.

    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 5,823,133 shares
    Change vs previous 13F +284,482 shares

    0.99% of the 13F portfolio, value $224,598,227.

    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 5,538,651 shares
    Change vs previous 13F +968,562 shares

    0.95% of the 13F portfolio, value $198,505,265.

    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 4,570,089 shares
    Change vs previous 13F +361,110 shares

    0.82% of the 13F portfolio, value $146,197,144.

    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 4,208,979 shares
    Change vs previous 13F +209,620 shares

    0.83% of the 13F portfolio, value $151,270,709.

    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 3,999,359 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $137,138,013.

    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).