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Disclosery

Allworth Financial LP: FVD position timeline

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

Allworth Financial LP held 120,338 FVD 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 120,338 shares
    Change vs previous 13F -3,269 shares

    0.02% of the 13F portfolio, value $5,797,901.

    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 123,607 shares
    Change vs previous 13F -2,169 shares

    0.02% of the 13F portfolio, value $5,813,228.

    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 125,776 shares
    Change vs previous 13F -6,180 shares

    0.02% of the 13F portfolio, value $5,795,781.

    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 131,956 shares
    Change vs previous 13F -5,821 shares

    0.03% of the 13F portfolio, value $6,101,639.

    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 137,777 shares
    Change vs previous 13F -2,382 shares

    0.03% of the 13F portfolio, value $6,158,615.

    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 140,159 shares
    Change vs previous 13F -2,348 shares

    0.03% of the 13F portfolio, value $6,105,346.

    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 142,507 shares
    Change vs previous 13F -17,229 shares

    0.03% of the 13F portfolio, value $6,303,076.

    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 159,736 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,266,408.

    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).