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Disclosery

Allworth Financial LP: MA position timeline

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

Allworth Financial LP held 46,899 MA 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 46,899 shares
    Change vs previous 13F -11,883 shares

    0.1% of the 13F portfolio, value $24,087,474.

    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 58,782 shares
    Change vs previous 13F +11 shares

    0.12% of the 13F portfolio, value $29,371,046.

    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 58,771 shares
    Change vs previous 13F +13,973 shares

    0.14% of the 13F portfolio, value $33,551,074.

    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 44,798 shares
    Change vs previous 13F +2,371 shares

    0.11% of the 13F portfolio, value $25,481,595.

    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 42,427 shares
    Change vs previous 13F +6,511 shares

    0.11% of the 13F portfolio, value $23,841,338.

    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 35,916 shares
    Change vs previous 13F +1,414 shares

    0.11% of the 13F portfolio, value $19,231,455.

    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 34,502 shares
    Change vs previous 13F +2,160 shares

    0.1% of the 13F portfolio, value $18,188,869.

    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 32,342 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,970,720.

    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).