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Disclosery

Allworth Financial LP: WEX position timeline

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

Allworth Financial LP held 168 WEX 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 168 shares
    Change vs previous 13F -1,261 shares

    <0.01% of the 13F portfolio, value $23,704.

    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 1,429 shares
    Change vs previous 13F +931 shares

    <0.01% of the 13F portfolio, value $218,695.

    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 498 shares
    Change vs previous 13F +469 shares

    <0.01% of the 13F portfolio, value $74,193.

    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 29 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $4,569.

    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 48 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $7,051.

    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 42 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,463.

    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 42 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $7,679.

    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 46 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,648.

    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).