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Allworth Financial LP: HTO position timeline

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

Allworth Financial LP held 683 HTO 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 683 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $41,506.

    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 443 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $25,991.

    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 411 shares
    Change vs previous 13F -2,804 shares

    <0.01% of the 13F portfolio, value $20,135.

    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 3,215 shares
    Change vs previous 13F +259 shares

    <0.01% of the 13F portfolio, value $156,571.

    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 2,956 shares
    Change vs previous 13F -2,233 shares

    <0.01% of the 13F portfolio, value $153,624.

    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 5,189 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $282,105.

    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 5,215 shares
    Change vs previous 13F -214 shares

    <0.01% of the 13F portfolio, value $240,290.

    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 5,429 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,497.

    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).