Skip to content
Disclosery

Allworth Financial LP: FTA position timeline

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

Allworth Financial LP held 8,827 FTA 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 8,827 shares
    Change vs previous 13F +180 shares

    <0.01% of the 13F portfolio, value $854,468.

    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 8,647 shares
    Change vs previous 13F -254 shares

    <0.01% of the 13F portfolio, value $798,534.

    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 8,901 shares
    Change vs previous 13F -229 shares

    <0.01% of the 13F portfolio, value $766,832.

    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 9,130 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $760,781.

    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 9,025 shares
    Change vs previous 13F -531 shares

    <0.01% of the 13F portfolio, value $709,641.

    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 9,556 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $700,751.

    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 9,531 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $755,487.

    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 9,503 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $751,980.

    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).