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Disclosery

Allworth Financial LP: FDVV position timeline

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

Allworth Financial LP held 586,977 FDVV 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 586,977 shares
    Change vs previous 13F -48,586 shares

    0.15% of the 13F portfolio, value $35,388,849.

    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 635,563 shares
    Change vs previous 13F +46,756 shares

    0.14% of the 13F portfolio, value $35,108,479.

    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 588,807 shares
    Change vs previous 13F +9,896 shares

    0.14% of the 13F portfolio, value $33,379,448.

    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 578,911 shares
    Change vs previous 13F +30,920 shares

    0.14% of the 13F portfolio, value $32,251,159.

    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 547,991 shares
    Change vs previous 13F +25,216 shares

    0.14% of the 13F portfolio, value $28,506,471.

    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 522,775 shares
    Change vs previous 13F +12,754 shares

    0.14% of the 13F portfolio, value $24,837,042.

    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 510,021 shares
    Change vs previous 13F +41,384 shares

    0.14% of the 13F portfolio, value $26,087,566.

    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 468,637 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $23,736,478.

    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).