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Disclosery

Allworth Financial LP: QDF position timeline

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

Allworth Financial LP held 33,919 QDF 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 33,919 shares
    Change vs previous 13F -1,003 shares

    0.01% of the 13F portfolio, value $3,050,008.

    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 34,922 shares
    Change vs previous 13F -916 shares

    0.01% of the 13F portfolio, value $2,761,992.

    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 35,838 shares
    Change vs previous 13F -1,713 shares

    0.01% of the 13F portfolio, value $2,896,076.

    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 37,551 shares
    Change vs previous 13F -672 shares

    0.01% of the 13F portfolio, value $2,981,530.

    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 38,223 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $2,797,131.

    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 38,320 shares
    Change vs previous 13F -1,408 shares

    0.01% of the 13F portfolio, value $2,520,679.

    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 39,728 shares
    Change vs previous 13F -2,078 shares

    0.02% of the 13F portfolio, value $2,861,198.

    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 41,806 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,997,930.

    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).