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Disclosery

Allworth Financial LP: VRT position timeline

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

Allworth Financial LP held 16,852 VRT 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 16,852 shares
    Change vs previous 13F -29,684 shares

    0.02% of the 13F portfolio, value $5,642,461.

    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 46,536 shares
    Change vs previous 13F +12,075 shares

    0.05% of the 13F portfolio, value $11,660,988.

    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 34,461 shares
    Change vs previous 13F +30,824 shares

    0.02% of the 13F portfolio, value $5,583,022.

    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 3,637 shares
    Change vs previous 13F +936 shares

    <0.01% of the 13F portfolio, value $548,706.

    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 2,701 shares
    Change vs previous 13F +2,052 shares

    <0.01% of the 13F portfolio, value $346,882.

    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 649 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $54,438.

    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 531 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $78,953.

    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 638 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,480.

    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).