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Disclosery

Allworth Financial LP: FNDF position timeline

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

Allworth Financial LP held 72,886 FNDF 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 72,886 shares
    Change vs previous 13F +20,424 shares

    0.02% of the 13F portfolio, value $3,845,462.

    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 52,462 shares
    Change vs previous 13F +23,904 shares

    0.01% of the 13F portfolio, value $2,566,960.

    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 28,558 shares
    Change vs previous 13F +22,021 shares

    0.01% of the 13F portfolio, value $1,291,126.

    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 6,537 shares
    Change vs previous 13F +1,033 shares

    <0.01% of the 13F portfolio, value $280,840.

    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 5,504 shares
    Change vs previous 13F -1,554 shares

    <0.01% of the 13F portfolio, value $220,286.

    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 7,058 shares
    Change vs previous 13F +1,790 shares

    <0.01% of the 13F portfolio, value $260,502.

    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 5,268 shares
    Change vs previous 13F -1,681 shares

    <0.01% of the 13F portfolio, value $179,578.

    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 6,949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $259,685.

    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).