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Disclosery

Allworth Financial LP: FALN position timeline

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

Allworth Financial LP held 1,285,303 FALN 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 1,285,303 shares
    Change vs previous 13F -104,184 shares

    0.15% of the 13F portfolio, value $35,011,666.

    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 1,389,487 shares
    Change vs previous 13F +56,015 shares

    0.15% of the 13F portfolio, value $37,127,090.

    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 1,333,472 shares
    Change vs previous 13F +704 shares

    0.15% of the 13F portfolio, value $36,403,773.

    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 1,332,768 shares
    Change vs previous 13F +51,119 shares

    0.16% of the 13F portfolio, value $37,024,291.

    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 1,281,649 shares
    Change vs previous 13F +32,272 shares

    0.17% of the 13F portfolio, value $34,783,953.

    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 1,249,377 shares
    Change vs previous 13F +42,889 shares

    0.19% of the 13F portfolio, value $32,846,117.

    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 1,206,488 shares
    Change vs previous 13F +77,996 shares

    0.18% of the 13F portfolio, value $32,563,102.

    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 1,128,492 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $30,852,976.

    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).