Skip to content
Disclosery

Allworth Financial LP: XLSR position timeline

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

Allworth Financial LP held 189 XLSR 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 189 shares
    Change vs previous 13F -305 shares

    <0.01% of the 13F portfolio, value $12,259.

    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 494 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $28,524.

    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 494 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $30,782.

    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 760 shares
    Change vs previous 13F -3,301 shares

    <0.01% of the 13F portfolio, value $45,304.

    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 4,061 shares
    Change vs previous 13F -2,517 shares

    <0.01% of the 13F portfolio, value $223,031.

    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 6,578 shares
    Change vs previous 13F -236 shares

    <0.01% of the 13F portfolio, value $323,178.

    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 6,814 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $376,747.

    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).