Allworth Financial LP: PI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on PI, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 155 PI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 155 sharesChange vs previous 13F +60 shares
<0.01% of the 13F portfolio, value $22,201.
13F-HR 0001140361-26-032279 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 95 sharesChange vs previous 13F -27 shares
<0.01% of the 13F portfolio, value $9,757.
13F-HR 0001140361-26-021379 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 122 sharesChange vs previous 13F +16 shares
<0.01% of the 13F portfolio, value $21,230.
13F-HR 0001140361-26-003753 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 106 sharesChange vs previous 13F -2 shares
<0.01% of the 13F portfolio, value $19,160.
13F-HR 0001140361-25-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 108 sharesChange vs previous 13F +22 shares
<0.01% of the 13F portfolio, value $11,996.
13F-HR 0001140361-25-029630 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 86 sharesChange vs previous 13F +54 shares
<0.01% of the 13F portfolio, value $7,719.
13F-HR 0001140361-25-016624 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32 sharesChange vs previous 13F -2 shares
<0.01% of the 13F portfolio, value $4,440.
13F-HR 0001140361-25-002456 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,362.
13F-HR 0001140361-24-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).