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Allworth Financial LP: RMBS position timeline

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

Allworth Financial LP held 1,847 RMBS 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 1,847 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $245,171.

    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 1,697 shares
    Change vs previous 13F +257 shares

    <0.01% of the 13F portfolio, value $145,993.

    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 1,440 shares
    Change vs previous 13F -161 shares

    <0.01% of the 13F portfolio, value $132,322.

    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 1,601 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $166,825.

    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 1,480 shares
    Change vs previous 13F +1,013 shares

    <0.01% of the 13F portfolio, value $94,750.

    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 467 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $23,052.

    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 358 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $23,091.

    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 307 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,962.

    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).