Skip to content
Disclosery

Allworth Financial LP: RS position timeline

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

Allworth Financial LP held 285 RS 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 285 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $106,444.

    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 202 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $61,536.

    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 159 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $45,931.

    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 160 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $44,933.

    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 139 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $43,633.

    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 95 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $27,091.

    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 88 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $25,304.

    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 74 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,402.

    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).