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Disclosery

Allworth Financial LP: PSLV position timeline

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

Allworth Financial LP held 15,654 PSLV 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 15,654 shares
    Change vs previous 13F -2,544 shares

    <0.01% of the 13F portfolio, value $295,391.

    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 18,198 shares
    Change vs previous 13F -2,283 shares

    <0.01% of the 13F portfolio, value $443,850.

    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 20,481 shares
    Change vs previous 13F -5,098 shares

    <0.01% of the 13F portfolio, value $484,376.

    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 25,579 shares
    Change vs previous 13F -16,438 shares

    <0.01% of the 13F portfolio, value $401,591.

    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 42,017 shares
    Change vs previous 13F -19,591 shares

    <0.01% of the 13F portfolio, value $514,289.

    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 61,608 shares
    Change vs previous 13F -17,197 shares

    <0.01% of the 13F portfolio, value $695,555.

    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 78,805 shares
    Change vs previous 13F +76,655 shares

    <0.01% of the 13F portfolio, value $815,632.

    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 2,150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,468.

    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).