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Disclosery

Allworth Financial LP: USMF position timeline

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

Allworth Financial LP held 37,215 USMF 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 37,215 shares
    Change vs previous 13F -559 shares

    0.01% of the 13F portfolio, value $2,018,639.

    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 37,774 shares
    Change vs previous 13F -2,312 shares

    0.01% of the 13F portfolio, value $1,865,286.

    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 40,086 shares
    Change vs previous 13F -1,574 shares

    0.01% of the 13F portfolio, value $2,054,790.

    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 41,660 shares
    Change vs previous 13F -2,095 shares

    0.01% of the 13F portfolio, value $2,177,592.

    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 43,755 shares
    Change vs previous 13F -976 shares

    0.01% of the 13F portfolio, value $2,242,748.

    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 44,731 shares
    Change vs previous 13F +375 shares

    0.01% of the 13F portfolio, value $2,153,366.

    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 44,356 shares
    Change vs previous 13F -2,034 shares

    0.01% of the 13F portfolio, value $2,255,956.

    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 46,390 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,267,167.

    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).