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Disclosery

Allworth Financial LP: F position timeline

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

Allworth Financial LP held 529,468 F 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 529,468 shares
    Change vs previous 13F -52,226 shares

    0.03% of the 13F portfolio, value $7,359,605.

    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 581,694 shares
    Change vs previous 13F +7,144 shares

    0.03% of the 13F portfolio, value $6,712,753.

    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 574,550 shares
    Change vs previous 13F +76,987 shares

    0.03% of the 13F portfolio, value $7,538,091.

    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 497,563 shares
    Change vs previous 13F -15,958 shares

    0.03% of the 13F portfolio, value $5,950,859.

    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 513,521 shares
    Change vs previous 13F +231,267 shares

    0.03% of the 13F portfolio, value $5,571,700.

    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 282,254 shares
    Change vs previous 13F +117,494 shares

    0.02% of the 13F portfolio, value $2,839,473.

    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 164,760 shares
    Change vs previous 13F +12,919 shares

    0.01% of the 13F portfolio, value $1,652,539.

    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 151,841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,603,443.

    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).