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Disclosery

Allworth Financial LP: VPU position timeline

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

Allworth Financial LP held 4,251 VPU 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 4,251 shares
    Change vs previous 13F -1,895 shares

    <0.01% of the 13F portfolio, value $832,117.

    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 6,146 shares
    Change vs previous 13F -164 shares

    <0.01% of the 13F portfolio, value $1,217,732.

    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 6,310 shares
    Change vs previous 13F -552 shares

    <0.01% of the 13F portfolio, value $1,167,562.

    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 6,862 shares
    Change vs previous 13F -3,846 shares

    0.01% of the 13F portfolio, value $1,299,729.

    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 10,708 shares
    Change vs previous 13F -2,987 shares

    0.01% of the 13F portfolio, value $1,890,094.

    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 13,695 shares
    Change vs previous 13F -2,995 shares

    0.01% of the 13F portfolio, value $2,328,109.

    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 16,690 shares
    Change vs previous 13F +15,877 shares

    0.02% of the 13F portfolio, value $2,821,272.

    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 813 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $141,503.

    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).