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Disclosery

Allworth Financial LP: PEP position timeline

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

Allworth Financial LP held 63,565 PEP 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 63,565 shares
    Change vs previous 13F -53,492 shares

    0.04% of the 13F portfolio, value $8,606,731.

    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 117,057 shares
    Change vs previous 13F -3,028 shares

    0.07% of the 13F portfolio, value $18,177,733.

    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 120,085 shares
    Change vs previous 13F +39,669 shares

    0.07% of the 13F portfolio, value $17,234,615.

    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 80,416 shares
    Change vs previous 13F +4,978 shares

    0.05% of the 13F portfolio, value $11,293,622.

    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 75,438 shares
    Change vs previous 13F +1,436 shares

    0.05% of the 13F portfolio, value $9,960,856.

    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 74,002 shares
    Change vs previous 13F +7,218 shares

    0.06% of the 13F portfolio, value $10,013,169.

    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 66,784 shares
    Change vs previous 13F +19,013 shares

    0.05% of the 13F portfolio, value $9,890,090.

    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 47,771 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,123,397.

    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).