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Disclosery

Allworth Financial LP: DOC position timeline

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

Allworth Financial LP held 15,765 DOC 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 15,765 shares
    Change vs previous 13F -6,816 shares

    <0.01% of the 13F portfolio, value $337,369.

    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 22,581 shares
    Change vs previous 13F -40,008 shares

    <0.01% of the 13F portfolio, value $371,001.

    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 62,589 shares
    Change vs previous 13F -14,965 shares

    <0.01% of the 13F portfolio, value $1,006,424.

    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 77,554 shares
    Change vs previous 13F +7,712 shares

    0.01% of the 13F portfolio, value $1,485,152.

    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 69,842 shares
    Change vs previous 13F +65,028 shares

    0.01% of the 13F portfolio, value $1,222,941.

    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 4,814 shares
    Change vs previous 13F +211 shares

    <0.01% of the 13F portfolio, value $90,555.

    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 4,603 shares
    Change vs previous 13F +1,333 shares

    <0.01% of the 13F portfolio, value $94,599.

    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 3,270 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $74,793.

    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).