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Disclosery

Allworth Financial LP: EXC position timeline

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

Allworth Financial LP held 27,004 EXC 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 27,004 shares
    Change vs previous 13F -5,591 shares

    0.01% of the 13F portfolio, value $1,258,931.

    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 32,595 shares
    Change vs previous 13F +3,321 shares

    0.01% of the 13F portfolio, value $1,597,814.

    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 29,274 shares
    Change vs previous 13F +3,107 shares

    0.01% of the 13F portfolio, value $1,276,073.

    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 26,167 shares
    Change vs previous 13F +688 shares

    0.01% of the 13F portfolio, value $1,177,771.

    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 25,479 shares
    Change vs previous 13F +2,260 shares

    0.01% of the 13F portfolio, value $1,106,289.

    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 23,219 shares
    Change vs previous 13F +385 shares

    0.01% of the 13F portfolio, value $1,075,741.

    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 22,834 shares
    Change vs previous 13F +2,033 shares

    <0.01% of the 13F portfolio, value $895,557.

    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 20,801 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $843,486.

    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).