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Disclosery

Allworth Financial LP: JPEM position timeline

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

Allworth Financial LP held 6,781 JPEM 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 6,781 shares
    Change vs previous 13F -6,675 shares

    <0.01% of the 13F portfolio, value $425,712.

    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 13,456 shares
    Change vs previous 13F -465 shares

    <0.01% of the 13F portfolio, value $835,965.

    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 13,921 shares
    Change vs previous 13F -2,204 shares

    <0.01% of the 13F portfolio, value $845,400.

    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 16,125 shares
    Change vs previous 13F -1,362 shares

    <0.01% of the 13F portfolio, value $951,309.

    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 17,487 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $986,486.

    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 17,284 shares
    Change vs previous 13F -549 shares

    0.01% of the 13F portfolio, value $924,092.

    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 17,833 shares
    Change vs previous 13F -2,834 shares

    0.01% of the 13F portfolio, value $931,948.

    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 20,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,170,337.

    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).