Skip to content
Disclosery

Allworth Financial LP: FV position timeline

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

Allworth Financial LP held 16,945 FV 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 16,945 shares
    Change vs previous 13F -853 shares

    0.01% of the 13F portfolio, value $1,285,819.

    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 17,798 shares
    Change vs previous 13F +620 shares

    <0.01% of the 13F portfolio, value $1,075,639.

    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 17,178 shares
    Change vs previous 13F +1,622 shares

    <0.01% of the 13F portfolio, value $1,080,822.

    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 15,556 shares
    Change vs previous 13F -2,199 shares

    <0.01% of the 13F portfolio, value $963,224.

    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 17,755 shares
    Change vs previous 13F +347 shares

    0.01% of the 13F portfolio, value $1,052,133.

    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 17,408 shares
    Change vs previous 13F -499 shares

    0.01% of the 13F portfolio, value $935,339.

    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 17,907 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $1,110,422.

    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 17,707 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,031,762.

    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).