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Disclosery

Allworth Financial LP: USXF position timeline

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

Allworth Financial LP held 289,925 USXF 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 289,925 shares
    Change vs previous 13F -95 shares

    0.09% of the 13F portfolio, value $20,135,318.

    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 290,020 shares
    Change vs previous 13F +2,468 shares

    0.07% of the 13F portfolio, value $16,009,088.

    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 287,552 shares
    Change vs previous 13F -4,656 shares

    0.07% of the 13F portfolio, value $16,557,254.

    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 292,208 shares
    Change vs previous 13F +9,131 shares

    0.07% of the 13F portfolio, value $16,746,441.

    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 283,077 shares
    Change vs previous 13F -944 shares

    0.07% of the 13F portfolio, value $15,266,333.

    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 284,021 shares
    Change vs previous 13F +6,659 shares

    0.07% of the 13F portfolio, value $13,070,655.

    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 277,362 shares
    Change vs previous 13F -20,807 shares

    0.08% of the 13F portfolio, value $14,544,889.

    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 298,169 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $14,634,126.

    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).