Allworth Financial LP: DRI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on DRI, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 4,545 DRI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,545 sharesChange vs previous 13F +129 shares
<0.01% of the 13F portfolio, value $936,228.
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 4,416 sharesChange vs previous 13F +284 shares
<0.01% of the 13F portfolio, value $865,737.
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 4,132 sharesChange vs previous 13F +184 shares
<0.01% of the 13F portfolio, value $760,334.
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 3,948 sharesChange vs previous 13F +144 shares
<0.01% of the 13F portfolio, value $751,459.
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 3,804 sharesChange vs previous 13F +194 shares
<0.01% of the 13F portfolio, value $829,120.
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 3,610 sharesChange vs previous 13F -256 shares
<0.01% of the 13F portfolio, value $723,571.
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 3,866 sharesChange vs previous 13F +239 shares
<0.01% of the 13F portfolio, value $717,810.
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 3,627 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $595,243.
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).