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Disclosery

Allworth Financial LP: PFFA position timeline

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

Allworth Financial LP held 62,918 PFFA 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 62,918 shares
    Change vs previous 13F +4,867 shares

    0.01% of the 13F portfolio, value $1,294,231.

    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 58,051 shares
    Change vs previous 13F +6,354 shares

    <0.01% of the 13F portfolio, value $1,181,922.

    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 51,697 shares
    Change vs previous 13F +20,941 shares

    <0.01% of the 13F portfolio, value $1,114,081.

    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 30,756 shares
    Change vs previous 13F +22,092 shares

    <0.01% of the 13F portfolio, value $667,723.

    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 8,664 shares
    Change vs previous 13F +8,650 shares

    <0.01% of the 13F portfolio, value $180,479.

    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 14 shares
    Change vs previous 13F -2,165 shares

    <0.01% of the 13F portfolio, value $286.

    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 2,179 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $48,117.

    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 2,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $48,349.

    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).