Skip to content
Disclosery

Allworth Financial LP: EZM position timeline

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

Allworth Financial LP held 1,739 EZM 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 1,739 shares
    Change vs previous 13F +966 shares

    <0.01% of the 13F portfolio, value $131,788.

    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 773 shares
    Change vs previous 13F +269 shares

    <0.01% of the 13F portfolio, value $51,962.

    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 504 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $33,668.

    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 504 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $33,219.

    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 606 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $37,433.

    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 526 shares
    Change vs previous 13F +132 shares

    <0.01% of the 13F portfolio, value $30,025.

    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 394 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,552.

    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).