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Disclosery

Allworth Financial LP: TDVG position timeline

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

Allworth Financial LP held 294,417 TDVG 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 294,417 shares
    Change vs previous 13F -1,358 shares

    0.06% of the 13F portfolio, value $14,435,242.

    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 295,775 shares
    Change vs previous 13F +12,416 shares

    0.05% of the 13F portfolio, value $13,200,454.

    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 283,359 shares
    Change vs previous 13F +11,930 shares

    0.05% of the 13F portfolio, value $12,742,640.

    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 271,429 shares
    Change vs previous 13F +5,794 shares

    0.05% of the 13F portfolio, value $11,932,026.

    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 265,635 shares
    Change vs previous 13F +4,546 shares

    0.05% of the 13F portfolio, value $11,257,616.

    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 261,089 shares
    Change vs previous 13F +412 shares

    0.06% of the 13F portfolio, value $10,239,912.

    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 260,677 shares
    Change vs previous 13F +259,253 shares

    0.06% of the 13F portfolio, value $10,679,927.

    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 1,424 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,328.

    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).