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Disclosery

Allworth Financial LP: WY position timeline

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

Allworth Financial LP held 36,963 WY 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 36,963 shares
    Change vs previous 13F +1,468 shares

    <0.01% of the 13F portfolio, value $884,895.

    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 35,495 shares
    Change vs previous 13F +1,276 shares

    <0.01% of the 13F portfolio, value $867,144.

    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 34,219 shares
    Change vs previous 13F +25,748 shares

    <0.01% of the 13F portfolio, value $810,643.

    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 8,471 shares
    Change vs previous 13F -916 shares

    <0.01% of the 13F portfolio, value $209,998.

    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 9,387 shares
    Change vs previous 13F +1,828 shares

    <0.01% of the 13F portfolio, value $241,148.

    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 7,559 shares
    Change vs previous 13F +608 shares

    <0.01% of the 13F portfolio, value $192,753.

    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 6,951 shares
    Change vs previous 13F +3,356 shares

    <0.01% of the 13F portfolio, value $206,847.

    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 3,595 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $121,742.

    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).