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Disclosery

Allworth Financial LP: U position timeline

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

Allworth Financial LP held 12,730 U 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 12,730 shares
    Change vs previous 13F +9,983 shares

    <0.01% of the 13F portfolio, value $363,824.

    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 2,747 shares
    Change vs previous 13F +547 shares

    <0.01% of the 13F portfolio, value $60,270.

    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 2,200 shares
    Change vs previous 13F +301 shares

    <0.01% of the 13F portfolio, value $97,174.

    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 1,899 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $76,036.

    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 1,865 shares
    Change vs previous 13F +412 shares

    <0.01% of the 13F portfolio, value $45,133.

    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 1,453 shares
    Change vs previous 13F -465 shares

    <0.01% of the 13F portfolio, value $32,417.

    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 1,918 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $44,230.

    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 1,618 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,600.

    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).