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Disclosery

Allworth Financial LP: PFXF position timeline

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

Allworth Financial LP held 2,620 PFXF 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 2,620 shares
    Change vs previous 13F -140 shares

    <0.01% of the 13F portfolio, value $46,741.

    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 2,760 shares
    Change vs previous 13F -1,616 shares

    <0.01% of the 13F portfolio, value $48,411.

    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 4,376 shares
    Change vs previous 13F +1,463 shares

    <0.01% of the 13F portfolio, value $77,275.

    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 2,913 shares
    Change vs previous 13F +1,219 shares

    <0.01% of the 13F portfolio, value $51,765.

    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 1,694 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,002.

    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).