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Disclosery

Allworth Financial LP: EPI position timeline

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

Allworth Financial LP held 47,343 EPI 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 47,343 shares
    Change vs previous 13F -1,150 shares

    0.01% of the 13F portfolio, value $2,025,334.

    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 48,493 shares
    Change vs previous 13F +3,650 shares

    0.01% of the 13F portfolio, value $1,978,515.

    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 44,843 shares
    Change vs previous 13F -14,338 shares

    0.01% of the 13F portfolio, value $2,075,783.

    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 59,181 shares
    Change vs previous 13F -388 shares

    0.01% of the 13F portfolio, value $2,615,801.

    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 59,569 shares
    Change vs previous 13F +59,088 shares

    0.01% of the 13F portfolio, value $2,827,741.

    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 481 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $21,915.

    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 481 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $20,948.

    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 481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,272.

    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).