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Disclosery

Allworth Financial LP: VO position timeline

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

Allworth Financial LP held 5,151,020 VO 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 5,151,020 shares
    Change vs previous 13F +3,618,496 shares

    1.77% of the 13F portfolio, value $415,017,658.

    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 1,532,524 shares
    Change vs previous 13F +11,688 shares

    1.79% of the 13F portfolio, value $440,110,266.

    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 1,520,836 shares
    Change vs previous 13F +48,688 shares

    1.81% of the 13F portfolio, value $441,376,938.

    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 1,472,148 shares
    Change vs previous 13F +41,537 shares

    1.91% of the 13F portfolio, value $432,428,619.

    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 1,430,611 shares
    Change vs previous 13F +32,726 shares

    1.92% of the 13F portfolio, value $400,327,768.

    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 1,397,885 shares
    Change vs previous 13F +29,291 shares

    2% of the 13F portfolio, value $355,132,744.

    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 1,368,594 shares
    Change vs previous 13F +91,860 shares

    2.08% of the 13F portfolio, value $378,662,560.

    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 1,276,734 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $336,840,608.

    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).