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Allworth Financial LP: GIS position timeline

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

Allworth Financial LP held 37,258 GIS 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 37,258 shares
    Change vs previous 13F +3,735 shares

    0.01% of the 13F portfolio, value $1,296,574.

    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 33,523 shares
    Change vs previous 13F +6,503 shares

    0.01% of the 13F portfolio, value $1,247,708.

    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 27,020 shares
    Change vs previous 13F +2,637 shares

    0.01% of the 13F portfolio, value $1,256,429.

    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 24,383 shares
    Change vs previous 13F +1,137 shares

    0.01% of the 13F portfolio, value $1,229,371.

    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 23,246 shares
    Change vs previous 13F +1,312 shares

    0.01% of the 13F portfolio, value $1,204,359.

    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 21,934 shares
    Change vs previous 13F +2,574 shares

    0.01% of the 13F portfolio, value $1,236,833.

    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 19,360 shares
    Change vs previous 13F +1,519 shares

    0.01% of the 13F portfolio, value $1,148,435.

    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 17,841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,317,531.

    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).