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Disclosery

Allworth Financial LP: FLOT position timeline

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

Allworth Financial LP held 53,661 FLOT 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 53,661 shares
    Change vs previous 13F -7,289 shares

    0.01% of the 13F portfolio, value $2,739,408.

    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 60,950 shares
    Change vs previous 13F -2,844 shares

    0.01% of the 13F portfolio, value $3,105,379.

    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 63,794 shares
    Change vs previous 13F -5,054 shares

    0.01% of the 13F portfolio, value $3,244,551.

    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 68,848 shares
    Change vs previous 13F -1,402 shares

    0.02% of the 13F portfolio, value $3,517,118.

    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 70,250 shares
    Change vs previous 13F -2,419 shares

    0.02% of the 13F portfolio, value $3,584,162.

    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 72,669 shares
    Change vs previous 13F -10,723 shares

    0.02% of the 13F portfolio, value $3,696,651.

    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 83,392 shares
    Change vs previous 13F -11,960 shares

    0.02% of the 13F portfolio, value $4,253,811.

    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 95,352 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,866,776.

    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).