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Disclosery

Allworth Financial LP: OC position timeline

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

Allworth Financial LP held 4,616 OC 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 4,616 shares
    Change vs previous 13F +2,073 shares

    <0.01% of the 13F portfolio, value $733,683.

    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 2,543 shares
    Change vs previous 13F +902 shares

    <0.01% of the 13F portfolio, value $275,218.

    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 1,641 shares
    Change vs previous 13F +707 shares

    <0.01% of the 13F portfolio, value $183,659.

    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 934 shares
    Change vs previous 13F +371 shares

    <0.01% of the 13F portfolio, value $132,142.

    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 563 shares
    Change vs previous 13F -256 shares

    <0.01% of the 13F portfolio, value $77,437.

    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 819 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $117,966.

    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 439 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $82,344.

    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 394 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $69,549.

    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).