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Disclosery

Allworth Financial LP: TFI position timeline

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

Allworth Financial LP held 320,319 TFI 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 320,319 shares
    Change vs previous 13F -33,471 shares

    0.06% of the 13F portfolio, value $14,670,608.

    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 353,790 shares
    Change vs previous 13F -17,743 shares

    0.07% of the 13F portfolio, value $16,040,859.

    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 371,533 shares
    Change vs previous 13F -21,255 shares

    0.07% of the 13F portfolio, value $16,982,756.

    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 392,788 shares
    Change vs previous 13F -22,951 shares

    0.08% of the 13F portfolio, value $17,899,335.

    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 415,739 shares
    Change vs previous 13F -31,267 shares

    0.09% of the 13F portfolio, value $18,571,043.

    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 447,006 shares
    Change vs previous 13F +28,580 shares

    0.11% of the 13F portfolio, value $19,797,894.

    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 418,426 shares
    Change vs previous 13F -17,993 shares

    0.1% of the 13F portfolio, value $19,050,951.

    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 436,419 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $20,437,480.

    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).