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Disclosery

Allworth Financial LP: DISV position timeline

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

Allworth Financial LP held 31,897 DISV 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 31,897 shares
    Change vs previous 13F -87,013 shares

    0.01% of the 13F portfolio, value $1,280,043.

    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 118,910 shares
    Change vs previous 13F +86,999 shares

    0.02% of the 13F portfolio, value $4,689,792.

    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 31,911 shares
    Change vs previous 13F -854 shares

    <0.01% of the 13F portfolio, value $1,212,631.

    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 32,765 shares
    Change vs previous 13F +5,555 shares

    0.01% of the 13F portfolio, value $1,169,393.

    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 27,210 shares
    Change vs previous 13F +398 shares

    <0.01% of the 13F portfolio, value $895,475.

    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 26,812 shares
    Change vs previous 13F -2,485 shares

    <0.01% of the 13F portfolio, value $803,569.

    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 29,297 shares
    Change vs previous 13F -38,900 shares

    <0.01% of the 13F portfolio, value $793,659.

    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 68,197 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,981,795.

    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).