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Disclosery

Allworth Financial LP: DFAS position timeline

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

Allworth Financial LP held 161,542 DFAS 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 161,542 shares
    Change vs previous 13F -68,982 shares

    0.06% of the 13F portfolio, value $13,301,353.

    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 230,524 shares
    Change vs previous 13F +65,193 shares

    0.07% of the 13F portfolio, value $16,397,173.

    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 165,331 shares
    Change vs previous 13F -2,357 shares

    0.05% of the 13F portfolio, value $11,518,590.

    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 167,688 shares
    Change vs previous 13F -1,249 shares

    0.05% of the 13F portfolio, value $11,479,945.

    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 168,937 shares
    Change vs previous 13F -3,354 shares

    0.05% of the 13F portfolio, value $10,762,955.

    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 172,291 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $9,965,293.

    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 172,243 shares
    Change vs previous 13F +17,763 shares

    0.06% of the 13F portfolio, value $11,660,878.

    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 154,480 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $10,019,575.

    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).