Skip to content
Disclosery

Allworth Financial LP: W position timeline

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

Allworth Financial LP held 3,200 W 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 3,200 shares
    Change vs previous 13F +2,406 shares

    <0.01% of the 13F portfolio, value $295,744.

    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 794 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $59,717.

    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 1,850 shares
    Change vs previous 13F +973 shares

    <0.01% of the 13F portfolio, value $185,759.

    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 877 shares
    Change vs previous 13F +655 shares

    <0.01% of the 13F portfolio, value $78,343.

    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 222 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $11,354.

    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 125 shares
    Change vs previous 13F -452 shares

    <0.01% of the 13F portfolio, value $3,677.

    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 577 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $27,552.

    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 621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,888.

    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).