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Disclosery

Allworth Financial LP: FNDX position timeline

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

Allworth Financial LP held 181,401 FNDX 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 181,401 shares
    Change vs previous 13F -3,240 shares

    0.02% of the 13F portfolio, value $5,641,560.

    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 184,641 shares
    Change vs previous 13F +6,820 shares

    0.02% of the 13F portfolio, value $5,142,249.

    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 177,821 shares
    Change vs previous 13F +6,415 shares

    0.02% of the 13F portfolio, value $4,838,503.

    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 171,406 shares
    Change vs previous 13F -1,913 shares

    0.02% of the 13F portfolio, value $4,507,969.

    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 173,319 shares
    Change vs previous 13F +19,215 shares

    0.02% of the 13F portfolio, value $4,253,246.

    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 154,104 shares
    Change vs previous 13F +60,466 shares

    0.02% of the 13F portfolio, value $3,490,447.

    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 93,638 shares
    Change vs previous 13F +90,021 shares

    0.01% of the 13F portfolio, value $2,296,931.

    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 3,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $259,543.

    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).