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Disclosery

Allworth Financial LP: MUB position timeline

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

Allworth Financial LP held 361,425 MUB 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 361,425 shares
    Change vs previous 13F -74,438 shares

    0.17% of the 13F portfolio, value $38,896,560.

    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 435,863 shares
    Change vs previous 13F +11,709 shares

    0.19% of the 13F portfolio, value $46,266,836.

    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 424,154 shares
    Change vs previous 13F +31,344 shares

    0.19% of the 13F portfolio, value $45,431,145.

    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 392,810 shares
    Change vs previous 13F +13,396 shares

    0.19% of the 13F portfolio, value $41,830,297.

    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 379,414 shares
    Change vs previous 13F +42,719 shares

    0.19% of the 13F portfolio, value $39,641,200.

    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 336,695 shares
    Change vs previous 13F -18,943 shares

    0.2% of the 13F portfolio, value $34,979,287.

    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 355,638 shares
    Change vs previous 13F +101,692 shares

    0.21% of the 13F portfolio, value $37,807,837.

    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 253,946 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $27,586,184.

    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).