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Disclosery

Allworth Financial LP: JEF position timeline

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

Allworth Financial LP held 11,649 JEF 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 11,649 shares
    Change vs previous 13F +5,341 shares

    <0.01% of the 13F portfolio, value $582,207.

    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 6,308 shares
    Change vs previous 13F +1,179 shares

    <0.01% of the 13F portfolio, value $260,336.

    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 5,129 shares
    Change vs previous 13F +2,970 shares

    <0.01% of the 13F portfolio, value $317,851.

    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 2,159 shares
    Change vs previous 13F +217 shares

    <0.01% of the 13F portfolio, value $141,249.

    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 1,942 shares
    Change vs previous 13F +311 shares

    <0.01% of the 13F portfolio, value $106,214.

    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 1,631 shares
    Change vs previous 13F -1,587 shares

    <0.01% of the 13F portfolio, value $76,205.

    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 3,218 shares
    Change vs previous 13F +1,995 shares

    <0.01% of the 13F portfolio, value $247,377.

    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 1,223 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $75,276.

    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).