Skip to content
Disclosery

Allworth Financial LP: DFAI position timeline

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

Allworth Financial LP held 693,095 DFAI 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 693,095 shares
    Change vs previous 13F -85,320 shares

    0.12% of the 13F portfolio, value $28,590,151.

    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 778,415 shares
    Change vs previous 13F +64,979 shares

    0.12% of the 13F portfolio, value $30,327,061.

    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 713,436 shares
    Change vs previous 13F -4,823 shares

    0.11% of the 13F portfolio, value $27,189,050.

    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 718,259 shares
    Change vs previous 13F -10,829 shares

    0.12% of the 13F portfolio, value $26,108,726.

    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 729,088 shares
    Change vs previous 13F +13,652 shares

    0.12% of the 13F portfolio, value $25,204,585.

    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 715,436 shares
    Change vs previous 13F +158,395 shares

    0.13% of the 13F portfolio, value $22,886,806.

    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 557,041 shares
    Change vs previous 13F -26,690 shares

    0.09% of the 13F portfolio, value $16,739,089.

    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 583,731 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $18,550,966.

    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).