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Disclosery

Allworth Financial LP: V position timeline

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

Allworth Financial LP held 148,061 V 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 148,061 shares
    Change vs previous 13F +1,666 shares

    0.22% of the 13F portfolio, value $50,798,415.

    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 146,395 shares
    Change vs previous 13F -7,585 shares

    0.18% of the 13F portfolio, value $44,246,510.

    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 153,980 shares
    Change vs previous 13F +15,614 shares

    0.22% of the 13F portfolio, value $54,002,219.

    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 138,366 shares
    Change vs previous 13F -2,306 shares

    0.21% of the 13F portfolio, value $47,235,292.

    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 140,672 shares
    Change vs previous 13F +24,580 shares

    0.24% of the 13F portfolio, value $49,945,689.

    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 116,092 shares
    Change vs previous 13F +1,505 shares

    0.22% of the 13F portfolio, value $38,973,397.

    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 114,587 shares
    Change vs previous 13F +50,614 shares

    0.2% of the 13F portfolio, value $37,075,841.

    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 63,973 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $17,589,428.

    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).