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Disclosery

Allworth Financial LP: P position timeline

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

Allworth Financial LP held 86,941 P 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 86,941 shares
    Change vs previous 13F +40,511 shares

    0.03% of the 13F portfolio, value $6,850,071.

    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 46,430 shares
    Change vs previous 13F +1,225 shares

    0.01% of the 13F portfolio, value $2,741,228.

    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 45,205 shares
    Change vs previous 13F +12,375 shares

    0.01% of the 13F portfolio, value $3,029,188.

    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 32,830 shares
    Change vs previous 13F -5,084 shares

    0.01% of the 13F portfolio, value $2,751,483.

    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 37,914 shares
    Change vs previous 13F +37,167 shares

    0.01% of the 13F portfolio, value $2,183,089.

    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 747 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $33,713.

    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 601 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $43,459.

    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 528 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,527.

    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).