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Disclosery

Allworth Financial LP: WFC position timeline

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

Allworth Financial LP held 299,817 WFC 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 299,817 shares
    Change vs previous 13F -96,376 shares

    0.11% of the 13F portfolio, value $24,776,914.

    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 396,193 shares
    Change vs previous 13F -3,154 shares

    0.13% of the 13F portfolio, value $31,540,902.

    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 399,347 shares
    Change vs previous 13F -21,837 shares

    0.15% of the 13F portfolio, value $37,219,169.

    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 421,184 shares
    Change vs previous 13F +29,464 shares

    0.16% of the 13F portfolio, value $35,303,621.

    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 391,720 shares
    Change vs previous 13F +204,564 shares

    0.15% of the 13F portfolio, value $31,384,578.

    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 187,156 shares
    Change vs previous 13F +17,033 shares

    0.07% of the 13F portfolio, value $13,018,599.

    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 170,123 shares
    Change vs previous 13F +13,383 shares

    0.07% of the 13F portfolio, value $13,191,327.

    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 156,740 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,854,233.

    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).