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Disclosery

Allworth Financial LP: EFV position timeline

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

Allworth Financial LP held 134,709 EFV 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 134,709 shares
    Change vs previous 13F -3,092 shares

    0.04% of the 13F portfolio, value $10,311,953.

    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 137,801 shares
    Change vs previous 13F -419 shares

    0.04% of the 13F portfolio, value $10,245,527.

    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 138,220 shares
    Change vs previous 13F +9,972 shares

    0.04% of the 13F portfolio, value $9,870,280.

    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 128,248 shares
    Change vs previous 13F -3,295 shares

    0.04% of the 13F portfolio, value $8,699,095.

    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 131,543 shares
    Change vs previous 13F +8,406 shares

    0.04% of the 13F portfolio, value $8,350,334.

    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 123,137 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $7,428,836.

    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 123,061 shares
    Change vs previous 13F +26,507 shares

    0.04% of the 13F portfolio, value $6,615,737.

    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 96,554 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,554,765.

    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).