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Disclosery

Allworth Financial LP: USRT position timeline

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

Allworth Financial LP held 22,250 USRT 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 22,250 shares
    Change vs previous 13F +1,718 shares

    0.01% of the 13F portfolio, value $1,478,497.

    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 20,532 shares
    Change vs previous 13F -1,123 shares

    <0.01% of the 13F portfolio, value $1,215,301.

    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 21,655 shares
    Change vs previous 13F +707 shares

    0.01% of the 13F portfolio, value $1,233,443.

    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 20,948 shares
    Change vs previous 13F -2,118 shares

    0.01% of the 13F portfolio, value $1,230,061.

    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 23,066 shares
    Change vs previous 13F +2,753 shares

    0.01% of the 13F portfolio, value $1,304,642.

    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 20,313 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $1,125,335.

    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 20,305 shares
    Change vs previous 13F -582 shares

    0.01% of the 13F portfolio, value $1,166,499.

    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 20,887 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,286,013.

    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).