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Allworth Financial LP: TEAM position timeline

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

Allworth Financial LP held 15,981 TEAM 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 15,981 shares
    Change vs previous 13F +11,674 shares

    0.01% of the 13F portfolio, value $1,243,131.

    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 4,307 shares
    Change vs previous 13F -1,036 shares

    <0.01% of the 13F portfolio, value $293,962.

    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 5,343 shares
    Change vs previous 13F +2,182 shares

    <0.01% of the 13F portfolio, value $866,379.

    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 3,161 shares
    Change vs previous 13F +561 shares

    <0.01% of the 13F portfolio, value $504,796.

    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 2,600 shares
    Change vs previous 13F +1,059 shares

    <0.01% of the 13F portfolio, value $528,124.

    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 1,541 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $346,795.

    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 1,548 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $403,911.

    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 1,501 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,444.

    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).