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Disclosery

Allworth Financial LP: GWRS position timeline

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

Allworth Financial LP held 293 GWRS 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 293 shares
    Change vs previous 13F +227 shares

    <0.01% of the 13F portfolio, value $2,122.

    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 66 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $501.

    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 3 shares
    Change vs previous 13F -3,002 shares

    <0.01% of the 13F portfolio, value $26.

    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 3,005 shares
    Change vs previous 13F +3,001 shares

    <0.01% of the 13F portfolio, value $30,952.

    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 4 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41.

    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).