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Disclosery

Allworth Financial LP: DFIC position timeline

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

Allworth Financial LP held 51,949 DFIC 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 51,949 shares
    Change vs previous 13F -119,700 shares

    0.01% of the 13F portfolio, value $1,935,632.

    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 171,649 shares
    Change vs previous 13F +113,632 shares

    0.02% of the 13F portfolio, value $6,098,704.

    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 58,017 shares
    Change vs previous 13F -1,452 shares

    0.01% of the 13F portfolio, value $1,999,274.

    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 59,469 shares
    Change vs previous 13F -8,188 shares

    0.01% of the 13F portfolio, value $1,949,976.

    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 67,657 shares
    Change vs previous 13F -2,645 shares

    0.01% of the 13F portfolio, value $2,103,466.

    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 70,302 shares
    Change vs previous 13F -4,351 shares

    0.01% of the 13F portfolio, value $2,007,822.

    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 74,653 shares
    Change vs previous 13F -2,301 shares

    0.01% of the 13F portfolio, value $1,978,667.

    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 76,954 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,165,499.

    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).