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Disclosery

Allworth Financial LP: QUAL position timeline

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

Allworth Financial LP held 99,340 QUAL 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 99,340 shares
    Change vs previous 13F -3,768 shares

    0.09% of the 13F portfolio, value $21,798,209.

    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 103,108 shares
    Change vs previous 13F -1,455 shares

    0.08% of the 13F portfolio, value $19,777,071.

    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 104,563 shares
    Change vs previous 13F -1,769 shares

    0.09% of the 13F portfolio, value $20,768,385.

    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 106,332 shares
    Change vs previous 13F +138 shares

    0.09% of the 13F portfolio, value $20,681,549.

    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 106,194 shares
    Change vs previous 13F -2,731 shares

    0.09% of the 13F portfolio, value $19,414,436.

    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 108,925 shares
    Change vs previous 13F -3,541 shares

    0.1% of the 13F portfolio, value $18,170,914.

    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 112,466 shares
    Change vs previous 13F -3,018 shares

    0.11% of the 13F portfolio, value $20,662,207.

    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 115,484 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $20,706,238.

    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).