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Disclosery

Allworth Financial LP: OWL position timeline

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

Allworth Financial LP held 38,735 OWL 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 38,735 shares
    Change vs previous 13F +23,481 shares

    <0.01% of the 13F portfolio, value $338,931.

    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 15,254 shares
    Change vs previous 13F +9,231 shares

    <0.01% of the 13F portfolio, value $139,272.

    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 6,023 shares
    Change vs previous 13F +2,791 shares

    <0.01% of the 13F portfolio, value $89,978.

    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 3,232 shares
    Change vs previous 13F +534 shares

    <0.01% of the 13F portfolio, value $54,712.

    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 2,698 shares
    Change vs previous 13F +284 shares

    <0.01% of the 13F portfolio, value $51,829.

    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 2,414 shares
    Change vs previous 13F +998 shares

    <0.01% of the 13F portfolio, value $44,587.

    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 1,416 shares
    Change vs previous 13F +428 shares

    <0.01% of the 13F portfolio, value $36,151.

    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 988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,128.

    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).