Skip to content
Disclosery

Allworth Financial LP: FIS position timeline

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

Allworth Financial LP held 5,829 FIS 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 5,829 shares
    Change vs previous 13F -5,382 shares

    <0.01% of the 13F portfolio, value $226,615.

    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 11,211 shares
    Change vs previous 13F +2,927 shares

    <0.01% of the 13F portfolio, value $525,894.

    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 8,284 shares
    Change vs previous 13F +2,064 shares

    <0.01% of the 13F portfolio, value $550,559.

    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 6,220 shares
    Change vs previous 13F +1,809 shares

    <0.01% of the 13F portfolio, value $410,119.

    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 4,411 shares
    Change vs previous 13F +956 shares

    <0.01% of the 13F portfolio, value $359,092.

    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 3,455 shares
    Change vs previous 13F +801 shares

    <0.01% of the 13F portfolio, value $275,983.

    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 2,654 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $208,402.

    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 2,229 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $186,704.

    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).