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Disclosery

Allworth Financial LP: K position timeline

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

Allworth Financial LP held 0 K shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,908 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,908 shares
    Change vs previous 13F -234 shares

    <0.01% of the 13F portfolio, value $320,535.

    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).

  3. period ended2025-06-30
    13F 4,142 shares
    Change vs previous 13F -808 shares

    <0.01% of the 13F portfolio, value $329,393.

    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).

  4. period ended2025-03-31
    13F 4,950 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $409,739.

    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).

  5. period ended2024-12-31
    13F 5,052 shares
    Change vs previous 13F -12,922 shares

    <0.01% of the 13F portfolio, value $412,428.

    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).

  6. period ended2024-09-30
    13F 17,974 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,450,697.

    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).