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Disclosery

Allworth Financial LP: PSFF position timeline

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

Allworth Financial LP held 1,823,692 PSFF 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 1,823,692 shares
    Change vs previous 13F -20,417 shares

    0.27% of the 13F portfolio, value $62,570,882.

    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 1,844,109 shares
    Change vs previous 13F +46,422 shares

    0.24% of the 13F portfolio, value $59,093,375.

    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 1,797,687 shares
    Change vs previous 13F +58,145 shares

    0.24% of the 13F portfolio, value $58,119,213.

    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 1,739,542 shares
    Change vs previous 13F +71,609 shares

    0.24% of the 13F portfolio, value $54,961,170.

    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 1,667,933 shares
    Change vs previous 13F +40,892 shares

    0.24% of the 13F portfolio, value $50,838,591.

    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 1,627,041 shares
    Change vs previous 13F +103,340 shares

    0.26% of the 13F portfolio, value $45,947,631.

    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 1,523,701 shares
    Change vs previous 13F +751,548 shares

    0.25% of the 13F portfolio, value $45,330,098.

    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 772,153 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $22,191,671.

    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).