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Disclosery

Allworth Financial LP: NU position timeline

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

Allworth Financial LP held 6,532 NU 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 6,532 shares
    Change vs previous 13F -2,740 shares

    <0.01% of the 13F portfolio, value $87,268.

    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 9,272 shares
    Change vs previous 13F +2,641 shares

    <0.01% of the 13F portfolio, value $133,239.

    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 6,631 shares
    Change vs previous 13F +3,143 shares

    <0.01% of the 13F portfolio, value $111,003.

    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 3,488 shares
    Change vs previous 13F +926 shares

    <0.01% of the 13F portfolio, value $55,843.

    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 2,562 shares
    Change vs previous 13F +1,601 shares

    <0.01% of the 13F portfolio, value $35,151.

    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 961 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $11,292.

    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 685 shares
    Change vs previous 13F +514 shares

    <0.01% of the 13F portfolio, value $8,214.

    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 171 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,335.

    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).