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Disclosery

Allworth Financial LP: EXLS position timeline

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

Allworth Financial LP held 3,041 EXLS 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 3,041 shares
    Change vs previous 13F -4,352 shares

    <0.01% of the 13F portfolio, value $78,630.

    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 7,393 shares
    Change vs previous 13F +6,201 shares

    <0.01% of the 13F portfolio, value $225,114.

    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 1,192 shares
    Change vs previous 13F -889 shares

    <0.01% of the 13F portfolio, value $50,589.

    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 2,081 shares
    Change vs previous 13F -41,521 shares

    <0.01% of the 13F portfolio, value $91,605.

    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 43,602 shares
    Change vs previous 13F +43,368 shares

    0.01% of the 13F portfolio, value $1,909,310.

    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 234 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $10,466.

    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 202 shares
    Change vs previous 13F -458 shares

    <0.01% of the 13F portfolio, value $10,029.

    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 660 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,179.

    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).