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Disclosery

Allworth Financial LP: VMBS position timeline

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

Allworth Financial LP held 337,411 VMBS 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 337,411 shares
    Change vs previous 13F -17,944 shares

    0.07% of the 13F portfolio, value $15,794,210.

    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 355,355 shares
    Change vs previous 13F -15,521 shares

    0.07% of the 13F portfolio, value $16,683,915.

    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 370,876 shares
    Change vs previous 13F -6,561 shares

    0.07% of the 13F portfolio, value $17,460,823.

    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 377,437 shares
    Change vs previous 13F -8,852 shares

    0.08% of the 13F portfolio, value $17,724,456.

    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 386,289 shares
    Change vs previous 13F -8,698 shares

    0.09% of the 13F portfolio, value $17,900,655.

    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 394,987 shares
    Change vs previous 13F -28,993 shares

    0.1% of the 13F portfolio, value $18,145,698.

    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 423,980 shares
    Change vs previous 13F -23,048 shares

    0.11% of the 13F portfolio, value $19,231,713.

    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 447,028 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $21,104,208.

    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).