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Disclosery

Allworth Financial LP: VOT position timeline

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

Allworth Financial LP held 29,192 VOT 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 29,192 shares
    Change vs previous 13F -14,858 shares

    0.04% of the 13F portfolio, value $8,941,447.

    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 44,050 shares
    Change vs previous 13F +477 shares

    0.05% of the 13F portfolio, value $11,336,340.

    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 43,573 shares
    Change vs previous 13F -1,127 shares

    0.05% of the 13F portfolio, value $12,163,092.

    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 44,700 shares
    Change vs previous 13F -682 shares

    0.06% of the 13F portfolio, value $13,132,451.

    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 45,382 shares
    Change vs previous 13F +778 shares

    0.06% of the 13F portfolio, value $12,906,125.

    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 44,604 shares
    Change vs previous 13F -606 shares

    0.06% of the 13F portfolio, value $10,933,719.

    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 45,210 shares
    Change vs previous 13F -1,034 shares

    0.07% of the 13F portfolio, value $12,275,369.

    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 46,244 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,258,951.

    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).