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Disclosery

Allworth Financial LP: FDL position timeline

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

Allworth Financial LP held 179,430 FDL 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 179,430 shares
    Change vs previous 13F +2,973 shares

    0.04% of the 13F portfolio, value $8,731,082.

    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 176,457 shares
    Change vs previous 13F +592 shares

    0.04% of the 13F portfolio, value $8,964,009.

    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 175,865 shares
    Change vs previous 13F +3,128 shares

    0.03% of the 13F portfolio, value $7,797,867.

    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 172,737 shares
    Change vs previous 13F -551 shares

    0.03% of the 13F portfolio, value $7,498,532.

    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 173,288 shares
    Change vs previous 13F +113 shares

    0.03% of the 13F portfolio, value $7,255,567.

    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 173,175 shares
    Change vs previous 13F +3,484 shares

    0.04% of the 13F portfolio, value $7,046,500.

    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 169,691 shares
    Change vs previous 13F -1,241 shares

    0.04% of the 13F portfolio, value $6,930,167.

    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 170,932 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,170,587.

    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).