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Disclosery

Allworth Financial LP: FLEX position timeline

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

Allworth Financial LP held 10,643 FLEX 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 10,643 shares
    Change vs previous 13F -1,239 shares

    0.01% of the 13F portfolio, value $1,724,988.

    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 11,882 shares
    Change vs previous 13F +987 shares

    <0.01% of the 13F portfolio, value $777,815.

    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 10,895 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $658,255.

    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 10,506 shares
    Change vs previous 13F +74 shares

    <0.01% of the 13F portfolio, value $609,013.

    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 10,432 shares
    Change vs previous 13F -963 shares

    <0.01% of the 13F portfolio, value $520,766.

    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 11,395 shares
    Change vs previous 13F +2,172 shares

    <0.01% of the 13F portfolio, value $394,951.

    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 9,223 shares
    Change vs previous 13F +3,273 shares

    <0.01% of the 13F portfolio, value $410,055.

    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 5,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $198,909.

    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).