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Allworth Financial LP: DLS position timeline

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

Allworth Financial LP held 21,499 DLS 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 21,499 shares
    Change vs previous 13F -4,246 shares

    0.01% of the 13F portfolio, value $1,801,425.

    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 25,745 shares
    Change vs previous 13F -1,903 shares

    0.01% of the 13F portfolio, value $2,098,259.

    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 27,648 shares
    Change vs previous 13F -935 shares

    0.01% of the 13F portfolio, value $2,239,776.

    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 28,583 shares
    Change vs previous 13F -382 shares

    0.01% of the 13F portfolio, value $2,272,642.

    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 28,965 shares
    Change vs previous 13F -326 shares

    0.01% of the 13F portfolio, value $2,175,571.

    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 29,291 shares
    Change vs previous 13F -799 shares

    0.01% of the 13F portfolio, value $1,996,803.

    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 30,090 shares
    Change vs previous 13F -3,667 shares

    0.01% of the 13F portfolio, value $1,903,513.

    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 33,757 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,330,915.

    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).