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Disclosery

Allworth Financial LP: WDS position timeline

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

Allworth Financial LP held 3,746 WDS 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 3,746 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $72,382.

    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 3,855 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $92,069.

    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 3,907 shares
    Change vs previous 13F +633 shares

    <0.01% of the 13F portfolio, value $60,905.

    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 3,274 shares
    Change vs previous 13F -339 shares

    <0.01% of the 13F portfolio, value $49,269.

    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 3,613 shares
    Change vs previous 13F +1,619 shares

    <0.01% of the 13F portfolio, value $55,743.

    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 1,994 shares
    Change vs previous 13F -802 shares

    <0.01% of the 13F portfolio, value $25,698.

    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 2,796 shares
    Change vs previous 13F -193 shares

    <0.01% of the 13F portfolio, value $43,752.

    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 2,989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,525.

    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).