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Disclosery

Allworth Financial LP: USMV position timeline

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

Allworth Financial LP held 60,627 USMV 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 60,627 shares
    Change vs previous 13F +255 shares

    0.02% of the 13F portfolio, value $5,848,118.

    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 60,372 shares
    Change vs previous 13F +2,256 shares

    0.02% of the 13F portfolio, value $5,598,871.

    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 58,116 shares
    Change vs previous 13F -1,458 shares

    0.02% of the 13F portfolio, value $5,472,216.

    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 59,574 shares
    Change vs previous 13F -19,011 shares

    0.03% of the 13F portfolio, value $5,667,908.

    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 78,585 shares
    Change vs previous 13F +18,167 shares

    0.04% of the 13F portfolio, value $7,376,809.

    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 60,418 shares
    Change vs previous 13F +210 shares

    0.03% of the 13F portfolio, value $5,492,644.

    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 60,208 shares
    Change vs previous 13F +799 shares

    0.03% of the 13F portfolio, value $5,457,218.

    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 59,409 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,424,631.

    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).