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Disclosery

Allworth Financial LP: OXLC position timeline

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

Allworth Financial LP held 9,994 OXLC 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 9,994 shares
    Change vs previous 13F -1,165 shares

    <0.01% of the 13F portfolio, value $87,545.

    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 11,159 shares
    Change vs previous 13F +1,056 shares

    <0.01% of the 13F portfolio, value $109,132.

    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 10,103 shares
    Change vs previous 13F -8,965 shares

    <0.01% of the 13F portfolio, value $147,915.

    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 19,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $322,826.

    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).