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Disclosery

Allworth Financial LP: MBB position timeline

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

Allworth Financial LP held 3,034,893 MBB 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 3,034,893 shares
    Change vs previous 13F -295,696 shares

    1.22% of the 13F portfolio, value $286,858,105.

    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 3,330,589 shares
    Change vs previous 13F +38,894 shares

    1.29% of the 13F portfolio, value $316,239,415.

    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 3,291,695 shares
    Change vs previous 13F +98,479 shares

    1.29% of the 13F portfolio, value $313,435,263.

    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 3,193,216 shares
    Change vs previous 13F +91,900 shares

    1.34% of the 13F portfolio, value $303,834,503.

    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 3,101,316 shares
    Change vs previous 13F +50,059 shares

    1.4% of the 13F portfolio, value $291,182,586.

    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 3,051,257 shares
    Change vs previous 13F -388,199 shares

    1.6% of the 13F portfolio, value $283,492,285.

    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 3,439,456 shares
    Change vs previous 13F +369,555 shares

    1.74% of the 13F portfolio, value $315,638,906.

    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 3,069,901 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $294,127,189.

    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).