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Disclosery

Allworth Financial LP: DFIS position timeline

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

Allworth Financial LP held 275,073 DFIS 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 275,073 shares
    Change vs previous 13F -3,535 shares

    0.04% of the 13F portfolio, value $9,635,807.

    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 278,608 shares
    Change vs previous 13F +2,806 shares

    0.04% of the 13F portfolio, value $9,380,717.

    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 275,802 shares
    Change vs previous 13F +8,468 shares

    0.04% of the 13F portfolio, value $9,084,905.

    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 267,334 shares
    Change vs previous 13F +10,927 shares

    0.04% of the 13F portfolio, value $8,455,760.

    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 256,407 shares
    Change vs previous 13F -746 shares

    0.04% of the 13F portfolio, value $7,651,181.

    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 257,153 shares
    Change vs previous 13F +20,648 shares

    0.04% of the 13F portfolio, value $6,889,124.

    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 236,505 shares
    Change vs previous 13F +226,744 shares

    0.03% of the 13F portfolio, value $5,896,065.

    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 9,761 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,892.

    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).