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Disclosery

Allworth Financial LP: VTRS position timeline

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

Allworth Financial LP held 18,367 VTRS 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 18,367 shares
    Change vs previous 13F -3,612 shares

    <0.01% of the 13F portfolio, value $291,664.

    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 21,979 shares
    Change vs previous 13F +5,660 shares

    <0.01% of the 13F portfolio, value $296,936.

    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 16,319 shares
    Change vs previous 13F -2,001 shares

    <0.01% of the 13F portfolio, value $203,178.

    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 18,320 shares
    Change vs previous 13F +3,827 shares

    <0.01% of the 13F portfolio, value $181,365.

    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 14,493 shares
    Change vs previous 13F +4,444 shares

    <0.01% of the 13F portfolio, value $129,424.

    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 10,049 shares
    Change vs previous 13F +3,603 shares

    <0.01% of the 13F portfolio, value $80,692.

    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 6,446 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $71,805.

    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 6,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $78,327.

    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).