Allworth Financial LP: FIXD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on FIXD, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 4,805 FIXD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,805 sharesChange vs previous 13F +380 shares
<0.01% of the 13F portfolio, value $209,557.
13F-HR 0001140361-26-032279 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,425 sharesChange vs previous 13F +9 shares
<0.01% of the 13F portfolio, value $192,866.
13F-HR 0001140361-26-021379 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,416 sharesChange vs previous 13F -819 shares
<0.01% of the 13F portfolio, value $195,734.
13F-HR 0001140361-26-003753 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,235 sharesChange vs previous 13F -814 shares
<0.01% of the 13F portfolio, value $232,558.
13F-HR 0001140361-25-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,049 sharesChange vs previous 13F -246 shares
<0.01% of the 13F portfolio, value $265,512.
13F-HR 0001140361-25-029630 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,295 sharesChange vs previous 13F +14 shares
<0.01% of the 13F portfolio, value $272,869.
13F-HR 0001140361-25-016624 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,281 sharesChange vs previous 13F -8 shares
<0.01% of the 13F portfolio, value $269,255.
13F-HR 0001140361-25-002456 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,289 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $284,499.
13F-HR 0001140361-24-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).