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Disclosery

Allworth Financial LP: DFSE position timeline

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

Allworth Financial LP held 3,984 DFSE 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 3,984 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $194,733.

    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 3,962 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $167,868.

    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 3,957 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $164,128.

    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 3,929 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $161,457.

    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 3,900 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $148,434.

    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 3,882 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $131,052.

    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 3,874 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $129,353.

    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 3,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,500.

    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).