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Disclosery

Allworth Financial LP: MUNI position timeline

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

Allworth Financial LP held 72,805 MUNI 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 72,805 shares
    Change vs previous 13F -35,347 shares

    0.02% of the 13F portfolio, value $3,829,531.

    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 108,152 shares
    Change vs previous 13F -4,171 shares

    0.02% of the 13F portfolio, value $5,644,446.

    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 112,323 shares
    Change vs previous 13F -4,321 shares

    0.02% of the 13F portfolio, value $5,886,875.

    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 116,644 shares
    Change vs previous 13F -1,940 shares

    0.03% of the 13F portfolio, value $6,098,154.

    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 118,584 shares
    Change vs previous 13F +5,561 shares

    0.03% of the 13F portfolio, value $6,090,498.

    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 113,023 shares
    Change vs previous 13F -16,295 shares

    0.03% of the 13F portfolio, value $5,752,888.

    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 129,318 shares
    Change vs previous 13F +13,835 shares

    0.04% of the 13F portfolio, value $6,693,506.

    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 115,483 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,118,288.

    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).