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Disclosery

Allworth Financial LP: ZWS position timeline

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

Allworth Financial LP held 218 ZWS 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 218 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $11,016.

    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 270 shares
    Change vs previous 13F -536 shares

    <0.01% of the 13F portfolio, value $12,107.

    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 806 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $37,471.

    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 978 shares
    Change vs previous 13F +817 shares

    <0.01% of the 13F portfolio, value $45,996.

    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 161 shares
    Change vs previous 13F +90 shares

    <0.01% of the 13F portfolio, value $5,888.

    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 71 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $2,395.

    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 84 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $3,267.

    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 67 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,408.

    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).