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Disclosery

Allworth Financial LP: WTFC position timeline

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

Allworth Financial LP held 697 WTFC 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 697 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $112,023.

    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 703 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $97,675.

    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 579 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $80,956.

    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 584 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $77,345.

    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 450 shares
    Change vs previous 13F +99 shares

    <0.01% of the 13F portfolio, value $55,791.

    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 351 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $39,095.

    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 327 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $43,586.

    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 307 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,319.

    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).