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Disclosery

Allworth Financial LP: ED position timeline

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

Allworth Financial LP held 13,806 ED 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 13,806 shares
    Change vs previous 13F +763 shares

    0.01% of the 13F portfolio, value $1,527,393.

    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 13,043 shares
    Change vs previous 13F +181 shares

    0.01% of the 13F portfolio, value $1,476,200.

    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 12,862 shares
    Change vs previous 13F +2,785 shares

    0.01% of the 13F portfolio, value $1,277,491.

    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 10,077 shares
    Change vs previous 13F -635 shares

    <0.01% of the 13F portfolio, value $1,012,929.

    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 10,712 shares
    Change vs previous 13F +4,563 shares

    0.01% of the 13F portfolio, value $1,074,969.

    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 6,149 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $684,315.

    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 5,844 shares
    Change vs previous 13F +823 shares

    <0.01% of the 13F portfolio, value $530,460.

    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 5,021 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $522,828.

    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).