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Disclosery

Allworth Financial LP: WM position timeline

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

Allworth Financial LP held 22,026 WM 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 22,026 shares
    Change vs previous 13F -1,355 shares

    0.02% of the 13F portfolio, value $4,909,248.

    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 23,381 shares
    Change vs previous 13F +381 shares

    0.02% of the 13F portfolio, value $5,372,764.

    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 23,000 shares
    Change vs previous 13F +1,254 shares

    0.02% of the 13F portfolio, value $5,053,401.

    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 21,746 shares
    Change vs previous 13F +814 shares

    0.02% of the 13F portfolio, value $4,802,253.

    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 20,932 shares
    Change vs previous 13F +6,057 shares

    0.02% of the 13F portfolio, value $4,789,618.

    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 14,875 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $3,383,543.

    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 14,911 shares
    Change vs previous 13F +1,734 shares

    0.02% of the 13F portfolio, value $3,152,701.

    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 13,177 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,735,590.

    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).