Allworth Financial LP
CIK
0001555170
City
SACRAMENTO
State / Country
CA
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $591,261 | 25,300 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $581,923 | 25,301 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $543,592 | 25,461 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $103,432 | 5,600 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $112,560 | 5,600 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $110,264 | 5,600 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $111,944 | 5,600 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $109,144 | 5,600 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $106,400 | 5,600 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $104,440 | 5,600 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $127,700 | 6,899 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $123,699 | 6,899 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $95,872 | 5,600 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $92,120 | 5,600 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $98,448 | 5,600 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $116,928 | 5,600 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $123,872 | 5,600 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $113,120 | 5,600 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $115,304 | 5,600 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $108,136 | 5,600 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $97,440 | 5,600 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $86,576 | 5,600 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $81,032 | 5,600 | Shares | Sole | 2020-07-24 |
| 2020-03-31 | $72,744 | 5,600 | Shares | Sole | 2020-04-17 |