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Disclosery

Allworth Financial LP: USFR position timeline

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

Allworth Financial LP held 64,996 USFR 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 64,996 shares
    Change vs previous 13F +3,407 shares

    0.01% of the 13F portfolio, value $3,272,538.

    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 61,589 shares
    Change vs previous 13F -1,522 shares

    0.01% of the 13F portfolio, value $3,100,374.

    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 63,111 shares
    Change vs previous 13F -1,708 shares

    0.01% of the 13F portfolio, value $3,175,729.

    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 64,819 shares
    Change vs previous 13F -12,178 shares

    0.01% of the 13F portfolio, value $3,258,435.

    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 76,997 shares
    Change vs previous 13F -44 shares

    0.02% of the 13F portfolio, value $3,873,735.

    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 77,041 shares
    Change vs previous 13F -3,568 shares

    0.02% of the 13F portfolio, value $3,885,962.

    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 80,609 shares
    Change vs previous 13F +23,178 shares

    0.02% of the 13F portfolio, value $4,066,728.

    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 57,431 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,884,169.

    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).