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Disclosery

Allworth Financial LP: HD position timeline

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

Allworth Financial LP held 207,716 HD 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 207,716 shares
    Change vs previous 13F -5,640 shares

    0.31% of the 13F portfolio, value $73,257,343.

    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 213,356 shares
    Change vs previous 13F +1,348 shares

    0.29% of the 13F portfolio, value $70,170,745.

    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 212,008 shares
    Change vs previous 13F +7,174 shares

    0.3% of the 13F portfolio, value $72,952,053.

    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 204,834 shares
    Change vs previous 13F +3,831 shares

    0.37% of the 13F portfolio, value $82,996,658.

    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 201,003 shares
    Change vs previous 13F +28,994 shares

    0.35% of the 13F portfolio, value $73,695,815.

    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 172,009 shares
    Change vs previous 13F +3,044 shares

    0.35% of the 13F portfolio, value $61,861,305.

    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 168,965 shares
    Change vs previous 13F +42,063 shares

    0.38% of the 13F portfolio, value $69,292,727.

    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 126,902 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $51,420,520.

    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).