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Disclosery

Allworth Financial LP: DFEM position timeline

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

Allworth Financial LP held 446,846 DFEM 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 446,846 shares
    Change vs previous 13F -19,791 shares

    0.08% of the 13F portfolio, value $18,159,815.

    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 466,637 shares
    Change vs previous 13F +126,816 shares

    0.07% of the 13F portfolio, value $16,122,301.

    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 339,821 shares
    Change vs previous 13F +40,333 shares

    0.05% of the 13F portfolio, value $11,241,288.

    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 299,488 shares
    Change vs previous 13F +59,378 shares

    0.04% of the 13F portfolio, value $9,604,588.

    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 240,110 shares
    Change vs previous 13F -82,039 shares

    0.03% of the 13F portfolio, value $7,126,480.

    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 322,149 shares
    Change vs previous 13F +46,425 shares

    0.05% of the 13F portfolio, value $8,553,059.

    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 275,724 shares
    Change vs previous 13F +266,297 shares

    0.04% of the 13F portfolio, value $7,240,503.

    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 9,427 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,358.

    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).