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Disclosery

Allworth Financial LP: DOCS position timeline

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

Allworth Financial LP held 2,043 DOCS 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 2,043 shares
    Change vs previous 13F -1,540 shares

    <0.01% of the 13F portfolio, value $42,370.

    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 3,583 shares
    Change vs previous 13F -33,504 shares

    <0.01% of the 13F portfolio, value $83,482.

    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 37,087 shares
    Change vs previous 13F -3,865 shares

    0.01% of the 13F portfolio, value $1,642,208.

    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 40,952 shares
    Change vs previous 13F +32,233 shares

    0.01% of the 13F portfolio, value $2,995,631.

    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 8,719 shares
    Change vs previous 13F +8,156 shares

    <0.01% of the 13F portfolio, value $534,824.

    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 563 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $31,692.

    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 276 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $15,465.

    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 166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,233.

    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).