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Disclosery

Allworth Financial LP: FMB position timeline

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

Allworth Financial LP held 95,493 FMB 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 95,493 shares
    Change vs previous 13F +6,699 shares

    0.02% of the 13F portfolio, value $4,905,191.

    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 88,794 shares
    Change vs previous 13F +4,550 shares

    0.02% of the 13F portfolio, value $4,498,281.

    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 84,244 shares
    Change vs previous 13F -5,640 shares

    0.02% of the 13F portfolio, value $4,307,806.

    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 89,884 shares
    Change vs previous 13F -6,798 shares

    0.02% of the 13F portfolio, value $4,557,271.

    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 96,682 shares
    Change vs previous 13F +19,018 shares

    0.02% of the 13F portfolio, value $4,816,704.

    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 77,664 shares
    Change vs previous 13F +11,672 shares

    0.02% of the 13F portfolio, value $3,849,806.

    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 65,992 shares
    Change vs previous 13F +22,323 shares

    0.02% of the 13F portfolio, value $3,355,054.

    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 43,669 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,269,031.

    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).