Skip to content
Disclosery

Allworth Financial LP: MDB position timeline

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

Allworth Financial LP held 2,218 MDB 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 2,218 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $744,966.

    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 2,257 shares
    Change vs previous 13F +603 shares

    <0.01% of the 13F portfolio, value $552,506.

    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 1,654 shares
    Change vs previous 13F +487 shares

    <0.01% of the 13F portfolio, value $693,994.

    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 1,167 shares
    Change vs previous 13F +219 shares

    <0.01% of the 13F portfolio, value $362,281.

    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 948 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $199,116.

    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 559 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $96,772.

    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 580 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $151,196.

    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 570 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $154,212.

    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).