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Disclosery

Allworth Financial LP: VFLO position timeline

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

Allworth Financial LP held 2,504,123 VFLO 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 2,504,123 shares
    Change vs previous 13F -1,012,323 shares

    0.49% of the 13F portfolio, value $114,563,622.

    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 3,516,446 shares
    Change vs previous 13F -32,372 shares

    0.56% of the 13F portfolio, value $138,829,285.

    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 3,548,818 shares
    Change vs previous 13F +36,801 shares

    0.57% of the 13F portfolio, value $139,752,456.

    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 3,512,017 shares
    Change vs previous 13F -3,192,152 shares

    0.58% of the 13F portfolio, value $131,700,642.

    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 6,704,169 shares
    Change vs previous 13F +131,110 shares

    1.14% of the 13F portfolio, value $236,992,361.

    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 6,573,059 shares
    Change vs previous 13F +6,571,759 shares

    1.22% of the 13F portfolio, value $215,990,710.

    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 1,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,605.

    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).