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Disclosery

Allworth Financial LP: DFLV position timeline

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

Allworth Financial LP held 377,908 DFLV 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 377,908 shares
    Change vs previous 13F +21,563 shares

    0.06% of the 13F portfolio, value $14,942,491.

    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 356,345 shares
    Change vs previous 13F +15,581 shares

    0.05% of the 13F portfolio, value $12,725,065.

    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 340,764 shares
    Change vs previous 13F +17,834 shares

    0.05% of the 13F portfolio, value $11,657,549.

    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 322,930 shares
    Change vs previous 13F +42,687 shares

    0.05% of the 13F portfolio, value $10,624,410.

    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 280,243 shares
    Change vs previous 13F +12,338 shares

    0.04% of the 13F portfolio, value $8,693,149.

    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 267,905 shares
    Change vs previous 13F +51,851 shares

    0.04% of the 13F portfolio, value $7,771,914.

    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 216,054 shares
    Change vs previous 13F +108,994 shares

    0.04% of the 13F portfolio, value $6,779,781.

    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 107,060 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,298,505.

    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).