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Disclosery

Allworth Financial LP: VYM position timeline

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

Allworth Financial LP held 715,436 VYM 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 715,436 shares
    Change vs previous 13F -34,109 shares

    0.48% of the 13F portfolio, value $113,060,399.

    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 749,545 shares
    Change vs previous 13F +23,701 shares

    0.45% of the 13F portfolio, value $111,007,682.

    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 725,844 shares
    Change vs previous 13F -3,387 shares

    0.43% of the 13F portfolio, value $104,173,084.

    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 729,231 shares
    Change vs previous 13F +14,700 shares

    0.45% of the 13F portfolio, value $102,785,151.

    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 714,531 shares
    Change vs previous 13F +19,069 shares

    0.46% of the 13F portfolio, value $95,254,127.

    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 695,462 shares
    Change vs previous 13F +18,001 shares

    0.48% of the 13F portfolio, value $85,833,901.

    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 677,461 shares
    Change vs previous 13F +7,197 shares

    0.49% of the 13F portfolio, value $89,431,673.

    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 670,264 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $85,927,899.

    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).