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Disclosery

Allworth Financial LP: DFAE position timeline

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

Allworth Financial LP held 113,606 DFAE 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 113,606 shares
    Change vs previous 13F -40,006 shares

    0.02% of the 13F portfolio, value $4,568,085.

    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 153,612 shares
    Change vs previous 13F +42,464 shares

    0.02% of the 13F portfolio, value $5,201,318.

    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 111,148 shares
    Change vs previous 13F +780 shares

    0.01% of the 13F portfolio, value $3,620,091.

    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 110,368 shares
    Change vs previous 13F +1,184 shares

    0.02% of the 13F portfolio, value $3,479,889.

    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 109,184 shares
    Change vs previous 13F +12,711 shares

    0.02% of the 13F portfolio, value $3,160,872.

    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 96,473 shares
    Change vs previous 13F +3,894 shares

    0.01% of the 13F portfolio, value $2,497,677.

    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 92,579 shares
    Change vs previous 13F +26,708 shares

    0.01% of the 13F portfolio, value $2,371,881.

    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 65,871 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,805,515.

    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).