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Disclosery

Allworth Financial LP: UWMC position timeline

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

Allworth Financial LP held 6,729 UWMC 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 6,729 shares
    Change vs previous 13F +929 shares

    <0.01% of the 13F portfolio, value $15,410.

    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 5,800 shares
    Change vs previous 13F -965 shares

    <0.01% of the 13F portfolio, value $20,996.

    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 6,765 shares
    Change vs previous 13F +2,602 shares

    <0.01% of the 13F portfolio, value $29,631.

    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 4,163 shares
    Change vs previous 13F +4,091 shares

    <0.01% of the 13F portfolio, value $25,353.

    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 72 shares
    Change vs previous 13F -277 shares

    <0.01% of the 13F portfolio, value $298.

    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 349 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $1,581.

    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 82 shares
    Change vs previous 13F -1,233 shares

    <0.01% of the 13F portfolio, value $505.

    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 1,315 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,203.

    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).