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Disclosery

Allworth Financial LP: FATE position timeline

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

Allworth Financial LP held 8,676 FATE 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 8,676 shares
    Change vs previous 13F +5,424 shares

    <0.01% of the 13F portfolio, value $23,426.

    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 3,252 shares
    Change vs previous 13F +2,828 shares

    <0.01% of the 13F portfolio, value $3,903.

    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 424 shares
    Change vs previous 13F -494 shares

    <0.01% of the 13F portfolio, value $417.

    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 918 shares
    Change vs previous 13F +914 shares

    <0.01% of the 13F portfolio, value $1,157.

    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 4 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5.

    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 4 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6.

    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 4 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $6.

    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 41 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $144.

    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).