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Disclosery

Allworth Financial LP: PM position timeline

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

Allworth Financial LP held 154,005 PM 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 154,005 shares
    Change vs previous 13F -3,811 shares

    0.12% of the 13F portfolio, value $27,861,000.

    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 157,816 shares
    Change vs previous 13F +3,999 shares

    0.11% of the 13F portfolio, value $26,093,272.

    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 153,817 shares
    Change vs previous 13F +3,494 shares

    0.1% of the 13F portfolio, value $24,672,294.

    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 150,323 shares
    Change vs previous 13F -12,982 shares

    0.11% of the 13F portfolio, value $24,382,443.

    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 163,305 shares
    Change vs previous 13F +60,393 shares

    0.14% of the 13F portfolio, value $29,742,761.

    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 102,912 shares
    Change vs previous 13F +30,510 shares

    0.1% of the 13F portfolio, value $17,502,172.

    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 72,402 shares
    Change vs previous 13F +12,168 shares

    0.05% of the 13F portfolio, value $8,897,451.

    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 60,234 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,312,374.

    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).