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Disclosery

Allworth Financial LP: DFIV position timeline

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

Allworth Financial LP held 507,224 DFIV 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 507,224 shares
    Change vs previous 13F -11,214 shares

    0.12% of the 13F portfolio, value $27,400,227.

    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 518,438 shares
    Change vs previous 13F -1,285 shares

    0.11% of the 13F portfolio, value $27,363,155.

    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 519,723 shares
    Change vs previous 13F +6,991 shares

    0.11% of the 13F portfolio, value $25,934,197.

    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 512,732 shares
    Change vs previous 13F +13,344 shares

    0.1% of the 13F portfolio, value $23,647,192.

    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 499,388 shares
    Change vs previous 13F -7,469 shares

    0.1% of the 13F portfolio, value $21,388,809.

    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 506,857 shares
    Change vs previous 13F +2,342 shares

    0.11% of the 13F portfolio, value $20,142,514.

    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 504,515 shares
    Change vs previous 13F +344,679 shares

    0.1% of the 13F portfolio, value $18,505,623.

    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 159,836 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,086,538.

    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).