Skip to content
Disclosery

Allworth Financial LP: DIA position timeline

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

Allworth Financial LP held 39,524 DIA 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 39,524 shares
    Change vs previous 13F -1,220 shares

    0.09% of the 13F portfolio, value $20,646,798.

    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 40,744 shares
    Change vs previous 13F -1,634 shares

    0.08% of the 13F portfolio, value $18,872,061.

    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 42,378 shares
    Change vs previous 13F +893 shares

    0.08% of the 13F portfolio, value $20,365,693.

    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 41,485 shares
    Change vs previous 13F +1,452 shares

    0.09% of the 13F portfolio, value $19,238,274.

    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 40,033 shares
    Change vs previous 13F +19,935 shares

    0.08% of the 13F portfolio, value $17,640,598.

    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 20,098 shares
    Change vs previous 13F +864 shares

    0.05% of the 13F portfolio, value $8,058,745.

    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 19,234 shares
    Change vs previous 13F -587 shares

    0.05% of the 13F portfolio, value $8,487,516.

    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 19,821 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,386,680.

    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).