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Disclosery

Allworth Financial LP: DFUV position timeline

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

Allworth Financial LP held 704,814 DFUV 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 704,814 shares
    Change vs previous 13F -399,205 shares

    0.16% of the 13F portfolio, value $38,771,806.

    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 1,104,019 shares
    Change vs previous 13F +387,275 shares

    0.22% of the 13F portfolio, value $53,500,740.

    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 716,744 shares
    Change vs previous 13F -8,387 shares

    0.14% of the 13F portfolio, value $33,393,083.

    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 725,131 shares
    Change vs previous 13F -1,006 shares

    0.14% of the 13F portfolio, value $32,406,099.

    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 726,137 shares
    Change vs previous 13F -2,043 shares

    0.15% of the 13F portfolio, value $30,701,091.

    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 728,180 shares
    Change vs previous 13F -13,490 shares

    0.16% of the 13F portfolio, value $28,602,906.

    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 741,670 shares
    Change vs previous 13F +292,756 shares

    0.17% of the 13F portfolio, value $31,780,556.

    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 448,914 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $18,715,242.

    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).