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Disclosery

Allworth Financial LP: FDM position timeline

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

Allworth Financial LP held 11,424 FDM 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 11,424 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $1,063,732.

    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 11,413 shares
    Change vs previous 13F -366 shares

    <0.01% of the 13F portfolio, value $936,823.

    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 11,779 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $937,764.

    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 11,802 shares
    Change vs previous 13F -2,625 shares

    <0.01% of the 13F portfolio, value $893,967.

    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 14,427 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $1,033,457.

    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 14,515 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $882,789.

    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 14,502 shares
    Change vs previous 13F -930 shares

    0.01% of the 13F portfolio, value $1,018,346.

    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 15,432 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $989,255.

    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).