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Disclosery

Allworth Financial LP: DFUS position timeline

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

Allworth Financial LP held 172,218 DFUS 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 172,218 shares
    Change vs previous 13F -97,102 shares

    0.06% of the 13F portfolio, value $14,111,555.

    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 269,320 shares
    Change vs previous 13F +103,883 shares

    0.08% of the 13F portfolio, value $19,097,485.

    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 165,437 shares
    Change vs previous 13F -3,421 shares

    0.05% of the 13F portfolio, value $12,270,432.

    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 168,858 shares
    Change vs previous 13F -2,501 shares

    0.05% of the 13F portfolio, value $12,232,047.

    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 171,359 shares
    Change vs previous 13F -3,453 shares

    0.06% of the 13F portfolio, value $11,484,460.

    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 174,812 shares
    Change vs previous 13F +57,677 shares

    0.06% of the 13F portfolio, value $10,345,362.

    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 117,135 shares
    Change vs previous 13F -7,814 shares

    0.04% of the 13F portfolio, value $7,750,821.

    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 124,949 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,771,808.

    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).