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Disclosery

Allworth Financial LP: DFAT position timeline

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

Allworth Financial LP held 1,060,969 DFAT 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 1,060,969 shares
    Change vs previous 13F +13,760 shares

    0.32% of the 13F portfolio, value $74,161,765.

    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 1,047,209 shares
    Change vs previous 13F +39,264 shares

    0.27% of the 13F portfolio, value $65,398,187.

    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 1,007,945 shares
    Change vs previous 13F +28,878 shares

    0.25% of the 13F portfolio, value $60,013,026.

    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 979,067 shares
    Change vs previous 13F +53,063 shares

    0.25% of the 13F portfolio, value $56,991,484.

    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 926,004 shares
    Change vs previous 13F +113,135 shares

    0.24% of the 13F portfolio, value $49,967,158.

    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 812,869 shares
    Change vs previous 13F +30 shares

    0.23% of the 13F portfolio, value $39,985,044.

    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 812,839 shares
    Change vs previous 13F +188,665 shares

    0.26% of the 13F portfolio, value $46,827,677.

    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 624,174 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $34,722,821.

    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).