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Allworth Financial LP: EFA position timeline

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

Allworth Financial LP held 117,474 EFA 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 117,474 shares
    Change vs previous 13F -54,148 shares

    0.05% of the 13F portfolio, value $12,203,202.

    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 171,622 shares
    Change vs previous 13F -2,199 shares

    0.07% of the 13F portfolio, value $16,669,600.

    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 173,821 shares
    Change vs previous 13F +40,250 shares

    0.07% of the 13F portfolio, value $16,692,006.

    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 133,571 shares
    Change vs previous 13F +12,365 shares

    0.06% of the 13F portfolio, value $12,471,499.

    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 121,206 shares
    Change vs previous 13F +884 shares

    0.05% of the 13F portfolio, value $10,834,615.

    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 120,322 shares
    Change vs previous 13F -2,175 shares

    0.06% of the 13F portfolio, value $10,078,182.

    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 122,497 shares
    Change vs previous 13F -15,068 shares

    0.05% of the 13F portfolio, value $9,573,154.

    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 137,565 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,504,547.

    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).