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Disclosery

Allworth Financial LP: DFNM position timeline

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

Allworth Financial LP held 237,528 DFNM 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 237,528 shares
    Change vs previous 13F +9,914 shares

    0.05% of the 13F portfolio, value $11,480,939.

    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 227,614 shares
    Change vs previous 13F +97,262 shares

    0.04% of the 13F portfolio, value $10,909,546.

    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 130,352 shares
    Change vs previous 13F +49,133 shares

    0.03% of the 13F portfolio, value $6,279,049.

    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 81,219 shares
    Change vs previous 13F +19,795 shares

    0.02% of the 13F portfolio, value $3,896,868.

    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 61,424 shares
    Change vs previous 13F -11,787 shares

    0.01% of the 13F portfolio, value $2,913,341.

    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 73,211 shares
    Change vs previous 13F -14,788 shares

    0.02% of the 13F portfolio, value $3,443,846.

    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 87,999 shares
    Change vs previous 13F -7,237 shares

    0.02% of the 13F portfolio, value $4,206,353.

    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 95,236 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,622,756.

    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).