Skip to content
Disclosery

Allworth Financial LP: HDEF position timeline

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

Allworth Financial LP held 1,769,198 HDEF 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 1,769,198 shares
    Change vs previous 13F -153,452 shares

    0.24% of the 13F portfolio, value $56,862,018.

    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 1,922,650 shares
    Change vs previous 13F +50,921 shares

    0.25% of the 13F portfolio, value $62,313,089.

    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 1,871,729 shares
    Change vs previous 13F -21,487 shares

    0.24% of the 13F portfolio, value $58,004,897.

    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 1,893,216 shares
    Change vs previous 13F +38,250 shares

    0.25% of the 13F portfolio, value $55,698,416.

    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 1,854,966 shares
    Change vs previous 13F +35,598 shares

    0.26% of the 13F portfolio, value $53,534,333.

    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 1,819,368 shares
    Change vs previous 13F +32,379 shares

    0.29% of the 13F portfolio, value $50,705,784.

    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 1,786,989 shares
    Change vs previous 13F +121,685 shares

    0.24% of the 13F portfolio, value $44,424,552.

    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 1,665,304 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $44,780,034.

    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).