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Disclosery

Allworth Financial LP: HCRB position timeline

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

Allworth Financial LP held 214,321 HCRB 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 214,321 shares
    Change vs previous 13F -16,727 shares

    0.03% of the 13F portfolio, value $7,498,338.

    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 231,048 shares
    Change vs previous 13F -1,078 shares

    0.03% of the 13F portfolio, value $8,098,223.

    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 232,126 shares
    Change vs previous 13F +1,029 shares

    0.03% of the 13F portfolio, value $8,225,215.

    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 231,097 shares
    Change vs previous 13F -11,277 shares

    0.04% of the 13F portfolio, value $8,203,944.

    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 242,374 shares
    Change vs previous 13F +32,063 shares

    0.04% of the 13F portfolio, value $8,502,493.

    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 210,311 shares
    Change vs previous 13F +1,001 shares

    0.04% of the 13F portfolio, value $7,338,818.

    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 209,310 shares
    Change vs previous 13F +123,839 shares

    0.04% of the 13F portfolio, value $7,233,753.

    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 85,471 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,082,295.

    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).