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Disclosery

Allworth Financial LP: TFC position timeline

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

Allworth Financial LP held 229,948 TFC 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 229,948 shares
    Change vs previous 13F -5,370 shares

    0.05% of the 13F portfolio, value $11,456,030.

    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 235,318 shares
    Change vs previous 13F -6,217 shares

    0.04% of the 13F portfolio, value $10,817,577.

    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 241,535 shares
    Change vs previous 13F -898 shares

    0.05% of the 13F portfolio, value $11,885,929.

    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 242,433 shares
    Change vs previous 13F +3,668 shares

    0.05% of the 13F portfolio, value $11,084,040.

    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 238,765 shares
    Change vs previous 13F +199,784 shares

    0.05% of the 13F portfolio, value $10,264,529.

    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 38,981 shares
    Change vs previous 13F -2,945 shares

    0.01% of the 13F portfolio, value $1,477,375.

    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 41,926 shares
    Change vs previous 13F -4,235 shares

    0.01% of the 13F portfolio, value $1,970,957.

    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 46,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,974,305.

    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).