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Disclosery

Allworth Financial LP: PSA position timeline

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

Allworth Financial LP held 9,406 PSA 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 9,406 shares
    Change vs previous 13F +385 shares

    0.01% of the 13F portfolio, value $2,993,991.

    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 9,021 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $2,443,574.

    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 9,317 shares
    Change vs previous 13F -2,331 shares

    0.01% of the 13F portfolio, value $2,417,868.

    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 11,648 shares
    Change vs previous 13F +354 shares

    0.01% of the 13F portfolio, value $3,364,413.

    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 11,294 shares
    Change vs previous 13F +4,143 shares

    0.02% of the 13F portfolio, value $3,313,973.

    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 7,151 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $2,100,815.

    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 7,149 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $2,078,565.

    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 7,098 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,582,899.

    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).