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Disclosery

Allworth Financial LP: PK position timeline

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

Allworth Financial LP held 5,120 PK 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 5,120 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $72,960.

    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 4,939 shares
    Change vs previous 13F +783 shares

    <0.01% of the 13F portfolio, value $52,008.

    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 4,156 shares
    Change vs previous 13F -1,980 shares

    <0.01% of the 13F portfolio, value $43,472.

    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 6,136 shares
    Change vs previous 13F +2,216 shares

    <0.01% of the 13F portfolio, value $67,987.

    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 3,920 shares
    Change vs previous 13F +2,992 shares

    <0.01% of the 13F portfolio, value $40,102.

    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 928 shares
    Change vs previous 13F +586 shares

    <0.01% of the 13F portfolio, value $9,271.

    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 342 shares
    Change vs previous 13F -537 shares

    <0.01% of the 13F portfolio, value $4,696.

    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 879 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,394.

    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).