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Disclosery

Allworth Financial LP: XBAP position timeline

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

Allworth Financial LP held 9,475 XBAP 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 9,475 shares
    Change vs previous 13F -75,106 shares

    <0.01% of the 13F portfolio, value $397,443.

    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 84,581 shares
    Change vs previous 13F -47,170 shares

    0.01% of the 13F portfolio, value $3,310,814.

    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 131,751 shares
    Change vs previous 13F -11,151 shares

    0.02% of the 13F portfolio, value $5,094,733.

    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 142,902 shares
    Change vs previous 13F -1,405,667 shares

    0.02% of the 13F portfolio, value $5,410,613.

    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 1,548,569 shares
    Change vs previous 13F +111,195 shares

    0.27% of the 13F portfolio, value $56,894,426.

    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 1,437,374 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $49,589,260.

    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).