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
- period ended2026-06-3013F 21,499 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,745 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,648 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,583 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,965 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,291 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,090 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,757 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).