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Disclosery

Allworth Financial LP: FSMB position timeline

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

Allworth Financial LP held 283,413 FSMB 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 283,413 shares
    Change vs previous 13F +63,601 shares

    0.02% of the 13F portfolio, value $5,665,429.

    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 219,812 shares
    Change vs previous 13F -15,341 shares

    0.02% of the 13F portfolio, value $4,387,442.

    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 235,153 shares
    Change vs previous 13F -18,393 shares

    0.02% of the 13F portfolio, value $4,713,633.

    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 253,546 shares
    Change vs previous 13F -2,903 shares

    0.02% of the 13F portfolio, value $5,091,201.

    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 256,449 shares
    Change vs previous 13F +77,518 shares

    0.02% of the 13F portfolio, value $5,104,622.

    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 178,931 shares
    Change vs previous 13F -4,425 shares

    0.02% of the 13F portfolio, value $3,523,156.

    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 183,356 shares
    Change vs previous 13F +28,565 shares

    0.02% of the 13F portfolio, value $3,641,445.

    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 154,791 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,097,369.

    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).