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Disclosery

Allworth Financial LP: USIG position timeline

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

Allworth Financial LP held 5,290,436 USIG 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 5,290,436 shares
    Change vs previous 13F -571,831 shares

    1.15% of the 13F portfolio, value $271,346,485.

    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 5,862,267 shares
    Change vs previous 13F +76,199 shares

    1.22% of the 13F portfolio, value $300,323,928.

    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 5,786,068 shares
    Change vs previous 13F +175,802 shares

    1.23% of the 13F portfolio, value $299,544,753.

    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 5,610,266 shares
    Change vs previous 13F +151,647 shares

    1.3% of the 13F portfolio, value $292,968,066.

    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 5,458,619 shares
    Change vs previous 13F +93,891 shares

    1.35% of the 13F portfolio, value $280,791,370.

    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 5,364,728 shares
    Change vs previous 13F +85,715 shares

    1.53% of the 13F portfolio, value $271,347,951.

    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 5,279,013 shares
    Change vs previous 13F +619,870 shares

    1.46% of the 13F portfolio, value $265,903,884.

    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 4,659,143 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $244,977,716.

    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).