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Allworth Financial LP: DFGP position timeline

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

Allworth Financial LP held 597,304 DFGP 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 597,304 shares
    Change vs previous 13F +161,877 shares

    0.14% of the 13F portfolio, value $32,529,152.

    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 435,427 shares
    Change vs previous 13F +224,679 shares

    0.1% of the 13F portfolio, value $23,508,698.

    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 210,748 shares
    Change vs previous 13F +113,536 shares

    0.05% of the 13F portfolio, value $11,395,145.

    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 97,212 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,402,071.

    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).