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Disclosery

Allworth Financial LP: VBR position timeline

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

Allworth Financial LP held 658,265 VBR 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 658,265 shares
    Change vs previous 13F -159,407 shares

    0.68% of the 13F portfolio, value $159,951,861.

    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 817,672 shares
    Change vs previous 13F -5,272 shares

    0.72% of the 13F portfolio, value $177,639,209.

    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 822,944 shares
    Change vs previous 13F +13,933 shares

    0.72% of the 13F portfolio, value $174,291,141.

    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 809,011 shares
    Change vs previous 13F +14,236 shares

    0.75% of the 13F portfolio, value $168,848,743.

    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 794,775 shares
    Change vs previous 13F +49,116 shares

    0.74% of the 13F portfolio, value $154,989,127.

    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 745,659 shares
    Change vs previous 13F +2,642 shares

    0.76% of the 13F portfolio, value $134,017,320.

    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 743,017 shares
    Change vs previous 13F +32,951 shares

    0.84% of the 13F portfolio, value $153,254,734.

    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 710,066 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $142,566,999.

    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).