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Disclosery

Allworth Financial LP: UITB position timeline

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

Allworth Financial LP held 510,934 UITB 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 510,934 shares
    Change vs previous 13F -73,887 shares

    0.1% of the 13F portfolio, value $23,931,110.

    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 584,821 shares
    Change vs previous 13F +1,521 shares

    0.11% of the 13F portfolio, value $27,496,518.

    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 583,300 shares
    Change vs previous 13F +20,818 shares

    0.11% of the 13F portfolio, value $27,621,988.

    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 562,482 shares
    Change vs previous 13F +16,648 shares

    0.12% of the 13F portfolio, value $26,729,144.

    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 545,834 shares
    Change vs previous 13F +5,659 shares

    0.12% of the 13F portfolio, value $25,692,415.

    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 540,175 shares
    Change vs previous 13F +22,823 shares

    0.14% of the 13F portfolio, value $25,155,971.

    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 517,352 shares
    Change vs previous 13F +68,907 shares

    0.13% of the 13F portfolio, value $23,782,654.

    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 448,445 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $21,493,964.

    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).