Allworth Financial LP: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on DSI, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 21,272 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 21,272 sharesChange vs previous 13F -180 shares
0.01% of the 13F portfolio, value $3,028,891.
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 21,452 sharesChange vs previous 13F -119 shares
0.01% of the 13F portfolio, value $2,599,807.
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 21,571 sharesChange vs previous 13F -3,931 shares
0.01% of the 13F portfolio, value $2,779,051.
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 25,502 sharesChange vs previous 13F +771 shares
0.01% of the 13F portfolio, value $3,211,976.
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 24,731 sharesChange vs previous 13F -46 shares
0.01% of the 13F portfolio, value $2,872,794.
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 24,777 sharesChange vs previous 13F -24 shares
0.01% of the 13F portfolio, value $2,481,139.
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 24,801 sharesChange vs previous 13F +299 shares
0.02% of the 13F portfolio, value $2,855,638.
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 24,502 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,665,589.
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).