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Disclosery

Allworth Financial LP: FXD position timeline

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

Allworth Financial LP held 0 FXD shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -756 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 756 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $51,572.

    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).

  3. period ended2025-06-30
    13F 808 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $51,229.

    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).

  4. period ended2025-03-31
    13F 822 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $46,388.

    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).

  5. period ended2024-12-31
    13F 821 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $54,443.

    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).

  6. period ended2024-09-30
    13F 567 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,902.

    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).