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Disclosery

Allworth Financial LP: DFSD position timeline

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

Allworth Financial LP held 498,269 DFSD 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 498,269 shares
    Change vs previous 13F -437,438 shares

    0.1% of the 13F portfolio, value $23,792,356.

    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 935,707 shares
    Change vs previous 13F +676,059 shares

    0.18% of the 13F portfolio, value $44,801,656.

    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 259,648 shares
    Change vs previous 13F +23,957 shares

    0.05% of the 13F portfolio, value $12,450,105.

    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 235,691 shares
    Change vs previous 13F +46,466 shares

    0.05% of the 13F portfolio, value $11,357,929.

    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 189,225 shares
    Change vs previous 13F -94,354 shares

    0.04% of the 13F portfolio, value $9,084,669.

    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 283,579 shares
    Change vs previous 13F +20,355 shares

    0.08% of the 13F portfolio, value $13,472,853.

    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 263,224 shares
    Change vs previous 13F +139,863 shares

    0.07% of the 13F portfolio, value $12,366,252.

    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 123,361 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,889,265.

    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).