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Disclosery

Allworth Financial LP: DFAU position timeline

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

Allworth Financial LP held 3,941,811 DFAU 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 3,941,811 shares
    Change vs previous 13F -29,970 shares

    0.87% of the 13F portfolio, value $203,752,205.

    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 3,971,781 shares
    Change vs previous 13F +122,381 shares

    0.73% of the 13F portfolio, value $179,206,739.

    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 3,849,400 shares
    Change vs previous 13F -139,854 shares

    0.74% of the 13F portfolio, value $180,151,915.

    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 3,989,254 shares
    Change vs previous 13F +175,456 shares

    0.81% of the 13F portfolio, value $182,548,269.

    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 3,813,798 shares
    Change vs previous 13F +606,268 shares

    0.78% of the 13F portfolio, value $161,552,495.

    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 3,207,530 shares
    Change vs previous 13F +251,731 shares

    0.68% of the 13F portfolio, value $120,282,377.

    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 2,955,799 shares
    Change vs previous 13F +78,110 shares

    0.68% of the 13F portfolio, value $124,202,691.

    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 2,877,689 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $114,215,458.

    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).