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Disclosery

Allworth Financial LP: FISI position timeline

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

Allworth Financial LP held 3,251 FISI 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 3,251 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $126,692.

    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 2,955 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $93,704.

    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 2,889 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $90,051.

    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 2,897 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $78,799.

    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 2,850 shares
    Change vs previous 13F +2,572 shares

    <0.01% of the 13F portfolio, value $73,188.

    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 278 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $6,661.

    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 210 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $5,666.

    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 312 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,947.

    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).