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Disclosery

Allworth Financial LP: SUB position timeline

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

Allworth Financial LP held 528,122 SUB 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 528,122 shares
    Change vs previous 13F -68,377 shares

    0.24% of the 13F portfolio, value $56,229,127.

    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 596,499 shares
    Change vs previous 13F -4,236 shares

    0.26% of the 13F portfolio, value $63,527,147.

    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 600,735 shares
    Change vs previous 13F +9,649 shares

    0.26% of the 13F portfolio, value $64,098,468.

    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 591,086 shares
    Change vs previous 13F +6,354 shares

    0.28% of the 13F portfolio, value $63,116,171.

    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 584,732 shares
    Change vs previous 13F +5,851 shares

    0.3% of the 13F portfolio, value $62,180,414.

    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 578,881 shares
    Change vs previous 13F -13,557 shares

    0.34% of the 13F portfolio, value $60,961,935.

    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 592,438 shares
    Change vs previous 13F +101,483 shares

    0.34% of the 13F portfolio, value $62,561,506.

    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 490,955 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $52,134,563.

    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).