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Disclosery

Allworth Financial LP: WEC position timeline

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

Allworth Financial LP held 46,051 WEC 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 46,051 shares
    Change vs previous 13F -4,221 shares

    0.02% of the 13F portfolio, value $5,377,433.

    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 50,272 shares
    Change vs previous 13F +1,323 shares

    0.02% of the 13F portfolio, value $5,819,957.

    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 48,949 shares
    Change vs previous 13F +5,827 shares

    0.02% of the 13F portfolio, value $5,162,210.

    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 43,122 shares
    Change vs previous 13F -174 shares

    0.02% of the 13F portfolio, value $4,941,378.

    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 43,296 shares
    Change vs previous 13F +7,808 shares

    0.02% of the 13F portfolio, value $4,511,405.

    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 35,488 shares
    Change vs previous 13F -446 shares

    0.02% of the 13F portfolio, value $3,864,979.

    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 35,934 shares
    Change vs previous 13F +30,269 shares

    0.02% of the 13F portfolio, value $3,506,463.

    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 5,665 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $544,848.

    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).