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Disclosery

Allworth Financial LP: UJAN position timeline

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

Allworth Financial LP held 43,186 UJAN 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 43,186 shares
    Change vs previous 13F -5,145 shares

    0.01% of the 13F portfolio, value $1,957,717.

    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 48,331 shares
    Change vs previous 13F -982 shares

    0.01% of the 13F portfolio, value $2,054,551.

    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 49,313 shares
    Change vs previous 13F -2,556 shares

    0.01% of the 13F portfolio, value $2,133,281.

    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 51,869 shares
    Change vs previous 13F -1,347 shares

    0.01% of the 13F portfolio, value $2,185,024.

    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 53,216 shares
    Change vs previous 13F -1,524 shares

    0.01% of the 13F portfolio, value $2,152,710.

    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 54,740 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $2,071,909.

    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 54,855 shares
    Change vs previous 13F -14,725 shares

    0.01% of the 13F portfolio, value $2,169,839.

    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 69,580 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,647,519.

    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).