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Disclosery

Allworth Financial LP: J position timeline

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

Allworth Financial LP held 11,531 J 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 11,531 shares
    Change vs previous 13F -375 shares

    0.01% of the 13F portfolio, value $1,452,948.

    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 11,906 shares
    Change vs previous 13F +4,424 shares

    0.01% of the 13F portfolio, value $1,515,355.

    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 7,482 shares
    Change vs previous 13F -6,647 shares

    <0.01% of the 13F portfolio, value $991,066.

    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 14,129 shares
    Change vs previous 13F -88 shares

    0.01% of the 13F portfolio, value $2,117,436.

    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 14,217 shares
    Change vs previous 13F +6,914 shares

    0.01% of the 13F portfolio, value $1,868,833.

    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 7,303 shares
    Change vs previous 13F -255 shares

    0.01% of the 13F portfolio, value $893,330.

    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 7,558 shares
    Change vs previous 13F +3,219 shares

    0.01% of the 13F portfolio, value $1,070,462.

    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 4,339 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $567,926.

    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).