Allworth Financial LP: MDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on MDY, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 9,668 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 9,668 sharesChange vs previous 13F -182 shares
0.03% of the 13F portfolio, value $6,799,582.
13F-HR 0001140361-26-032279 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,850 sharesChange vs previous 13F -7 shares
0.02% of the 13F portfolio, value $6,074,966.
13F-HR 0001140361-26-021379 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,857 sharesChange vs previous 13F -1,457 shares
0.02% of the 13F portfolio, value $5,946,759.
13F-HR 0001140361-26-003753 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,314 sharesChange vs previous 13F +1,257 shares
0.03% of the 13F portfolio, value $6,743,367.
13F-HR 0001140361-25-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,057 sharesChange vs previous 13F +1,705 shares
0.03% of the 13F portfolio, value $5,697,093.
13F-HR 0001140361-25-029630 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,352 sharesChange vs previous 13F -60 shares
0.02% of the 13F portfolio, value $4,341,876.
13F-HR 0001140361-25-016624 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,412 sharesChange vs previous 13F -3 shares
0.03% of the 13F portfolio, value $5,035,163.
13F-HR 0001140361-25-002456 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,415 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $4,793,539.
13F-HR 0001140361-24-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).