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Disclosery

Allworth Financial LP: TCAF position timeline

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

Allworth Financial LP held 331,356 TCAF 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 331,356 shares
    Change vs previous 13F +18,545 shares

    0.06% of the 13F portfolio, value $13,618,715.

    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 312,811 shares
    Change vs previous 13F +17,983 shares

    0.05% of the 13F portfolio, value $11,132,929.

    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 294,828 shares
    Change vs previous 13F +8,093 shares

    0.05% of the 13F portfolio, value $11,268,310.

    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 286,735 shares
    Change vs previous 13F +17,115 shares

    0.05% of the 13F portfolio, value $10,809,928.

    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 269,620 shares
    Change vs previous 13F +5,110 shares

    0.05% of the 13F portfolio, value $9,512,211.

    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 264,510 shares
    Change vs previous 13F +390 shares

    0.05% of the 13F portfolio, value $8,361,157.

    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 264,120 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,093,644.

    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).