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Disclosery

Allworth Financial LP: EFG position timeline

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

Allworth Financial LP held 3,348 EFG 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 3,348 shares
    Change vs previous 13F +462 shares

    <0.01% of the 13F portfolio, value $416,543.

    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 2,886 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $321,414.

    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 2,968 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $338,103.

    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 3,025 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $344,438.

    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 2,774 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $310,639.

    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 2,984 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $306,653.

    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 2,890 shares
    Change vs previous 13F -202 shares

    <0.01% of the 13F portfolio, value $292,225.

    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 3,092 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $332,850.

    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).