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Disclosery

Allworth Financial LP: FVAL position timeline

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

Allworth Financial LP held 9,932 FVAL 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 9,932 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $774,042.

    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 9,791 shares
    Change vs previous 13F -837 shares

    <0.01% of the 13F portfolio, value $679,500.

    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 10,628 shares
    Change vs previous 13F +335 shares

    <0.01% of the 13F portfolio, value $768,069.

    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 10,293 shares
    Change vs previous 13F +735 shares

    <0.01% of the 13F portfolio, value $708,875.

    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 9,558 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $610,490.

    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 9,544 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $549,256.

    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 9,274 shares
    Change vs previous 13F -1,540 shares

    <0.01% of the 13F portfolio, value $591,802.

    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 10,814 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $655,317.

    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).